Lead status when lifecycle stage became customer

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Occasional Contributor

Hi there,

 

What do you do with the lead status of a contact when that contact becomes a customer?

 

We have currently 5  different lead status:

- New

- In progress

- Remarketing

- Unqualified

- Duplicate

 

It is worth it to create another one with customer?

 

Thanks in advance

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Top Contributor | Platinum Partner

Hi @Angelamr ,

 

I would recommend using the lifecycle stage property for this. Please take a look at this resource for more information about this property. 

 

Let me know if I can help you with anything else!

 

Best regards, 

Kim

 

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Community Superstar

Lots of discussion around the combined use of Lifecycle Stage + Lead Status.
- see Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?


A few good candidates we've seen for Customer + Lead Status follow:
- Customer-Active
- Customer-Inactive
- Customer-Cancelled
- Customer-Payment Issues


At first glance, these seemed redundant. However, they're very useful at scale when used at the COMPANY level combined with a workflow to update all associated Contact Lead Statuses. (important)

3 Replies 3
Top Contributor | Platinum Partner

Hi @Angelamr ,

 

I would recommend using the lifecycle stage property for this. Please take a look at this resource for more information about this property. 

 

Let me know if I can help you with anything else!

 

Best regards, 

Kim

 

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Occasional Contributor

Hi Kim,

 

Thank you for your quick answer.

We are already using the lifecycle stage. My question is, what should be the lead status when a contact becomes a customer. We keep it blank?

 

Thanks

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0 Upvotes
Community Superstar

Lots of discussion around the combined use of Lifecycle Stage + Lead Status.
- see Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?


A few good candidates we've seen for Customer + Lead Status follow:
- Customer-Active
- Customer-Inactive
- Customer-Cancelled
- Customer-Payment Issues


At first glance, these seemed redundant. However, they're very useful at scale when used at the COMPANY level combined with a workflow to update all associated Contact Lead Statuses. (important)