- A lead is, so to speak, the lowest evolutionary level. These are contacts that were created manually because, for example, you see potential, received lifecycle phases a business card at a trade fair or had a dialogue on LinkedIn. These can also be leads that were already at a higher level but have, for example, unsubscribed from all emails.
- In our view, a marketing lead is someone who (if you work properly according to GDPR) has definitely completed a lifecycle phases double opt-in and has active marketing consent (has not unsubscribed). Such a contact is turkey whatsapp data addressed with marketing – usually marketing emails in the form of automated processes. Scoring factors or other aspects or characteristics can also have an influence on lead nurturing (i.e. nurturing leads with emails).
- Sales leads are processed by the sales team in a 1:1 dialogue, meaning that direct contact is always present or initiated. Sales leads can, provided lifecycle phases they have active marketing consent, still be addressed with marketing activities if this makes sense.
- Opportunities are all contacts for whom there is a concrete, (at least approximately) quantifiable deal (= sales opportunity) and who usually receive an offer.
- Customers are or lifecycle phases become all those with whom sales are generated (logically )
- The category Other includes everything that is not naturally eligible to become a customer (employees, applicants, partners, etc.). What exactly that is can be defined in a separate property.
We’ll skip the advocates at this point. In evaluate results and identify problem areas lifecycle phases practice, this. I therefor rarely plays a major role and if it does, you can of course. I therefor include it, as this phase usually doesn’t cause any problems.
Some lifecycle phases are already set gambler data automatically for certain activities in HubSpot as a system standard . For example, the lifecycle phase for contacts and companies. I therefor is automatically changed to opportunity when a. I therefor deal is created and lifecycle phases is automatically set to customer when a deal is won.
Newly created contacts or contacts acquired through. I therefor inbound (i.e. via a form) are initially classified as leads by the system as standard. The same applies to any associated company.