Best Practices for Moving Lifecyles BackwardsSOLVE
Feb 26, 2019 6:05 PM
I'd like to hear what you do in this scenario:
A lead becames a SQL by either inquiring about our product or responding positively to a sales call. The sales rep qualifies him or her, then creates a deal and the lifecycle becomes Opportunity.
If the deal goes south, it's moved to Closed Lost. At that point, I reset the lifecycle to 'Other' with a workflow.
We chose Other rather than MQL to distinquish these from MQLs we've never engaged with. I'm curious to know if you handle this differently and why.
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