Very helpful. Curious if hubspot has a gantt style chart similar to the one at 11:23 where I can see all leads/customers at their different stages and move them into the following stages as our teams works on them?
What do you recommend to clients who have different lifecycle stage needs for Customers & Contacts? for example, having MQL as a lifecycle stage makes a lot of sense at the Contact level but not at Company level. Do you recommend using Contacts as the source of truth for defining stages?
Hi Tyler, thanks for checking out HubSpot Hacks! The Lifecycle Stage property cannot be different between contacts and companies at this time. They are something that is in sync with each other. And whether or not you are using contacts or companies as a source of truth depends on the way you market/sell, but most of the time we recommend contacts. It's people that make the decision and someone at the company has to be responsible for buying. We hope this helps!
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Very helpful. Curious if hubspot has a gantt style chart similar to the one at 11:23 where I can see all leads/customers at their different stages and move them into the following stages as our teams works on them?
Can you share your "HubSpot Lead & Customers Tracking" pdf? This was all great, thank you!
Thanks for checking out HubSpot Hacks! I don't have access to this file anymore so I recommend taking a screenshot if you can. I hope this helps!
What do you recommend to clients who have different lifecycle stage needs for Customers & Contacts? for example, having MQL as a lifecycle stage makes a lot of sense at the Contact level but not at Company level. Do you recommend using Contacts as the source of truth for defining stages?
Hi Tyler, thanks for checking out HubSpot Hacks! The Lifecycle Stage property cannot be different between contacts and companies at this time. They are something that is in sync with each other. And whether or not you are using contacts or companies as a source of truth depends on the way you market/sell, but most of the time we recommend contacts. It's people that make the decision and someone at the company has to be responsible for buying. We hope this helps!
thanks!
You bet!