Hi all,
We want to create segments of our companies (clients), which would be dividing them into 5-6 groups.
Lets just call them Group 1, Group 2, Group 3, etc.
A company can only be in one group – but we want to be able to track, how many clients move from one to another – and to easy see how many clients are in the different groups.
What would be the best way of handling this? Using lifecycle stage or using a custom “Dropdown” property?
Regards
Glen
Definitely a custom company property: Create and edit properties
Lifecycle stages are meant to track where your prospects or customers are in their buyer’s journey, at which step of the way, not which bucket they belong into.
Best regards!
Hi Karsten
Thanks for quicky reply – will it be easy to track how many companies change from one to another status then?
@GlenMichaelsen if you use a workflow to set a date when a company enters a certain bucket, yes, then you can create calculation properties for the time between certain dates: Create calculation and rollup properties