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)
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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.
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.
Oct 18, 20217:27 AM - edited Oct 18, 20217:28 AM
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Lead status when lifecycle stage became customer
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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.