Tips, Tricks & Best Practices

Angelamr
Participante

Lead status when lifecycle stage became customer

resolver

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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2 Soluciones aceptadas
Kim_HM
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Lead status when lifecycle stage became customer

resolver

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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MFrankJohnson
Solución
Líder intelectual

Lead status when lifecycle stage became customer

resolver

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)

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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5 Respuestas 5
MFrankJohnson
Solución
Líder intelectual

Lead status when lifecycle stage became customer

resolver

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)

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
casebook_brian
Colaborador

Lead status when lifecycle stage became customer

resolver

Frank - an old post but I was curious if this is still your "go-to" method? I'm curious if you have suggestions (other than training 😁) to prevent sales reps from using the "inactive" lead status? I try to keep the Lead Status property pretty straightforward for the team, since they regularly make manual updates to that field. 

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Kim_HM
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Lead status when lifecycle stage became customer

resolver

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

 

Did this post help solve your problem? Help the community and mark it as solution!

Angelamr
Participante

Lead status when lifecycle stage became customer

resolver

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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DBrooks2
Miembro

Lead status when lifecycle stage became customer

resolver

Hi Kim,

 

I have the exact same question. We are using the HubSpot default lead status options at the moment but wanting to see what others do when someone becomes a customer and what lead status they use for this. I am wondering about leaving it blank or connect and set this up as a workflow. 

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