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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.

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    Matt ReillyMatt Reilly shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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      • DiannaDianna commented  ·   ·  Flag as inappropriate

        Now that we have moved completely to HubSpot Sales - this is imperative. Is there any status for if or when this will happen?

      • Tony FragaTony Fraga commented  ·   ·  Flag as inappropriate

        This is critical, especially in nonprofit and education industries that do not connect with the existing terms used in the lifecycle stages. Just about every platform out there allows you to customize lead lifecycle stages to your industry/organizational needs.

      • drewdrew commented  ·   ·  Flag as inappropriate

        Liam is right, we need a lost customer or opportunity lost lifecycle stages

      • Shayne ChamplinShayne Champlin commented  ·   ·  Flag as inappropriate

        I'm sure you have some internal automation around the lifecycle stages you created by default, so it would be great to be able to add lifecycle stages in addition to what is there.

        We have several different stages that indicate that someone is a lead in our process, and we have several different levels of customer which all have to be lumped under one "Customer" lifecycle stage currently.

        Adding this functionality would give us and many many other companies that use Hubspot much greater flexibility in using HS in their specific business contexts.

        This would also be a great value add for companies that could use Hubspot but don't because of limitations like this.

        Most companies have a more complex sales process than the current limitations of Hubspot in this regard allow for which makes it difficult for them to migrate over to use your platform.

      • LiamLiam commented  ·   ·  Flag as inappropriate

        This is definitely needed or at least more options added: i.e. at minimum "Lost customer"

      • Kori MirsbergerKori Mirsberger commented  ·   ·  Flag as inappropriate

        There are a few other feeds with this same question. We really need this as well. We have 3 different types of customers and they have different names that we would like to separate them by when we close. "Past Customer" would also be extremely helpful.

      • Todd HarrisTodd Harris commented  ·   ·  Flag as inappropriate

        As a B2B marketer, it's more important for me to track prospects -> lead -> opportunity. Much less important to track which become customers because that is already defined in SFDC and as a marketer at a company with a long sales cycle, have much less impact on that. It never made much sense to me why the Customer role was even part of Hubspot unless the user is selling something very transactional.

      • Perri ClinePerri Cline commented  ·   ·  Flag as inappropriate

        It would be very helpful to have options for user defined lifecycle stages. I have suggested this to our account rep and support people many times as well. We are a B2B company and our lifecycle is very long so there are many different stages. We also deal with consultants, editors and partners and right now they would all need to be lumped into the "Other" categoary. I would also be in favor of a lifecycle for "ex-customers"

      • Gary LavinGary Lavin commented  ·   ·  Flag as inappropriate

        Be good to have a Stage of UnSubscribe for people who opt out but to also exclude some of these stages when syncing with Company.

      • LuteLute commented  ·   ·  Flag as inappropriate

        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.comRegan Starr - Hubhacker.com commented  ·   ·  Flag as inappropriate

        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 reganstarr@gmail.com

      • Jeff ChristophJeff Christoph commented  ·   ·  Flag as inappropriate

        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.

      • Anonymous commented  ·   ·  Flag as inappropriate

        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

      • MartaMarta commented  ·   ·  Flag as inappropriate

        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 FitzgeraldKelly Fitzgerald commented  ·   ·  Flag as inappropriate

        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.

      • ccduarteccduarte commented  ·   ·  Flag as inappropriate

        I totaaly think this is needed. Current stages are not the best/ideal for our company.

      • LisaLisa commented  ·   ·  Flag as inappropriate

        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.

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