Custom Lead Lifecycle
While the expanded Lead Lifecycle Stages are great, it would nice if we had the ability to custom define and add/remove stages to fit our business's customer lifecycle.
Agree on this one, we use this for enrollments of college students, we need the stages to match our student status roles.
Regan Starr - Hubhacker.com commented
It is possible to "roll back to a previous Lifecycle Stage." Here's how to do that: http://help.hubspot.com/articles/KCS_Article/Contacts/Can-I-set-the-lifecycle-stage-of-a-contact-backwards
If you are needing to define your own Lifecycle Stages, the best solution at the moment is to create a custom Contact Property. Here's how to do that: http://knowledge.hubspot.com/contacts-user-guide/how-to-create-contact-properties-in-your-account
You can create a contact property that is identical to your Lifecycle Stage property. You can pull in the existing stages, and then define whatever custom stages you want.
You can then automatically set the value for this new Contact Property for all of your contacts using workflows.
The thing that will take the most time is editing any workflows and processes that use the default Lifecycle Stage property and using your new Contact Property instead. But there are ways to automate that as well.
A custom Contact Property will give you a lot more flexibility for defining your Lifecycles Stages and moving Contacts forward or backward through these stages. If you have any questions, feel free to send me an email at firstname.lastname@example.org
Jeff Christoph commented
When Hubspot added CRM on the sales side vs. just the Marketing component, the lifecycle status rules became obsolete. Lifecycles can be opportunity based, not just contact or company based, and they often move in both directions - customers become ex-customers, who then become leads again. Allowing customization and eliminating the rule that all leads always move forward in the funnel is necessary.
Yes!! we have additional stages in the customer lifecycle which we want to track properly as they are part of customer on-boarding (registration, activate, lapse, canceled) and many more. We would like to create reports by these stages as well as to have report to see the time it take and percentage convert from one to another stage
Would like any deals that are marked "Closed Lost" in Salesforce to automatically update the lifecycle stage to reflect this - not keep them all as opportunities. Opportunities should only be open/current opps!
Kelly Fitzgerald commented
This would really come in handy for us - our business just doesn't correlate the lifecycle stages in the way Hubspot is forcing us to. For example, leads that we lost deals on should be marked as a "deal lost" not an "opportunity." It's absurd that we cannot mark a lost deal in the CRM. It would be great to customize and define stages that corresponds to our own specific business lifecycles.
I totaaly think this is needed. Current stages are not the best/ideal for our company.
This would be ideal! Even having the ability to change the labels on these stages would be helpful. The current stages are not really relevant for our organization and as a result they're not very useful to us. If we were able to customize these lifecycle stages it would allow synergy between HubSpot and the way we do business.