Super helpful, thanks for posting this. I am curious what happens to a lead if a deal closes? Does it disappear from the prospecting space? Do you manage it ongoing from the deal space? This is a bit of a mystery to me. In the past, I used both of the strategies described in this video - creating deals for very every lead that came in as well as list reporting. Ultimately I created custom properties to manage the lead journey for our company in the companies object. It has been very effective to get the whole picture from company creation all the way to won or lost deal. I set up custom views in the company tab and can get an accurate picture of any rep's lead situation. I like having a view of that entire journey. Recently I started exporting this data into a google sheet for even more in-depth reporting to understand if a lead was hot/cold. etc. Now that I've discovered the prospecting tool, it looks like this can potentially remove the need for the google sheet and put all of the lead reporting into one place, but I don't want to lose that view of the entire journey. Any ideas here? Thanks again!
@Erica-r7l
2 ай бұрын
Thanks for the video - very helpful! As contacts can skip lifecycle stages, how do you manage the lifecycle conversion reports? Do you only look at the reports that show contacts going through any stage and therefore don't show cumulative conversion?
@NBHco
2 ай бұрын
Hi Erica! Thanks for your comment. This is a common question! Typically, we say "you can't go backwards" in a lifecycle stage because you can't unlearn what you've already learned. However, there are times where I have created an automation to date stamp the skipped lifecycle stages. This makes the reporting more accurate. Another option is to create both cumulative and non-cumulative reports. This way, you can track contacts that completed the entire journey and also see the overall lifecycle reporting. Hope this helps!
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