Sales Hub Onboarding

StPatrick
Contributor

Lead Status once deal is closed

SOLVE

Hi,

Once you have converted a lead to a lifecylce status of Opportunity and created a deal, waht do you do wtih the lead stauts field? 

 

 

1 Accepted solution
mariomaier
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Lead Status once deal is closed

SOLVE

Hi @StPatrick

 

the Lifecycle Field show you the maturity stage of a specific contact or company record in relation to your company. The Field Lead Status is only used in the Phase between Marketing Qualified Lead (MQL) and Sales Qualified Lead (SQL) to show the status of the lead qualification. 

 

Example: Throught the lead nurturing and scoring process our marketing team thinks that "Lead A" is ready to be connected by a sales rep so the push the status (manual or automatically) from "lead" to "marketing qualified lead" and assign a specific sales rep (manual or automatically) for the sales qualification. At this stage the field lead status should be on "new lead" -> Than the sales rep tries to contact the lead (f.e. a call) and if the contact was right qualified by marketing to status of the lead should go to "connection established" -> because sales has qualified the lead and a deal is normally created and the lifecycle stage turns into sales qualified lead. 

 

At a glance: The field "lead status" is only for the sales reps to give the marketing team feedback if the lead qualification has been done and how the result was. That is why you also can enter custom values for your lead status. 

 

Typicall Field Values are:

 

- Bad Number: The telephone number of the MQL was wrong

- Existing Opportunity: The lead is an additional contact of an existing opporrunity

- Bad Timing: The customer has no interest yet but maybe in the future

- ....

 

Hope that helps

 

BR Mario 

 

 

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2 Replies 2
mariomaier
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Lead Status once deal is closed

SOLVE

Hi @StPatrick

 

the Lifecycle Field show you the maturity stage of a specific contact or company record in relation to your company. The Field Lead Status is only used in the Phase between Marketing Qualified Lead (MQL) and Sales Qualified Lead (SQL) to show the status of the lead qualification. 

 

Example: Throught the lead nurturing and scoring process our marketing team thinks that "Lead A" is ready to be connected by a sales rep so the push the status (manual or automatically) from "lead" to "marketing qualified lead" and assign a specific sales rep (manual or automatically) for the sales qualification. At this stage the field lead status should be on "new lead" -> Than the sales rep tries to contact the lead (f.e. a call) and if the contact was right qualified by marketing to status of the lead should go to "connection established" -> because sales has qualified the lead and a deal is normally created and the lifecycle stage turns into sales qualified lead. 

 

At a glance: The field "lead status" is only for the sales reps to give the marketing team feedback if the lead qualification has been done and how the result was. That is why you also can enter custom values for your lead status. 

 

Typicall Field Values are:

 

- Bad Number: The telephone number of the MQL was wrong

- Existing Opportunity: The lead is an additional contact of an existing opporrunity

- Bad Timing: The customer has no interest yet but maybe in the future

- ....

 

Hope that helps

 

BR Mario 

 

 

StPatrick
Contributor

Lead Status once deal is closed

SOLVE

Thanks 🙂 Just wanted to make sure I'm doing it correctly.

I'll probably add "opportunity-created" as a our final option so we know that it converted.

 

 

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