3 Replies Latest reply on Nov 19, 2015 11:03 AM by Josh Hill

    Looking for Lead Lifecyle and Contact Status examples

      Hi All,


      I am looking for some lead life cycle examples and contact status examples. Also, wondering if people typically map Status on the lead record and contact record in SFDC since Marketo treats them both as leads?


      The Lead Lifecycle statuses we currently have in place are: Marketing Lead, Marketing Qualified, Sales Qualified, Working, ReQualify, UnQualify, and Outsource Follow Up. These also only live on the lead record, not the contact record. Are we missing out on qualifying contacts on prospects accounts if these statuses don't live on the contact record as well? Should other Lead Lifecycle statuses exist like Opportunity, Current Customer or anything else that would identify them farther down the pipeline?

       

      Any advice would be much appreciated!

       

      Lauren