Reporting & Analytics

2chars
Contributor

How does your small team manage their lifecycle stages and lead statuses? Tips or tricks?

We've read a lot about using these properties, but I'd love to hear some real world examples.

 

For instance - what's your process for sending leads to salespeople? How do salespeople qualify and unqualify leads (would you use SQL-Unqualified for the latter)? How did you customize your lead statuses?

 

Thank you for any insight you can provide!

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natsumimori
Community Manager
Community Manager

How does your small team manage their lifecycle stages and lead statuses? Tips or tricks?

Hi @2chars ,

 

Thank you for reaching out to the HubSpot Community.

@willsmith , @EmmaWashington and @Alex_ , would you mind sharing your tips/experiences for @2chars ?

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