Streamline your customer lifecycle funnel for Facilities

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if you've heard the news that you can now edit lifecycle stages i'll show you how to do just that in this video but a few things to think about before you dive in welcome to hubspot hacks where we help you get more out of hubspot [Music] hubspot users have long talked about this property called lifecycle stages that has been set in hubspot and you can't edit it well most recently they announced that you can edit it but it does come with some limitations and things to think about as you do that in your portal so before we do that let's take a dive into the platform and look at where this is and then talk about a few things to consider before you jump in and start changing things so the lifecycle stage is going to be found inside this contacts area so we're going to be here in settings and then contacts which is over here on the left hand side under objects so in our contacts we've got our setup we've got the associations and then this new lifecycle stage so again if you don't yet have this in your portal it's probably coming but this is what it looks like so we've got if it's new to the to you for the first time hubspot will probably walk you through this with a five-step tour but at a basic level we're going to have a couple of things here we'll come up to this automation in just a second but down below we've got this configure of stage names so this looks kind of similar to when you set up deal stages where you've got the deal on stage and then we've got some one of a column on the right hand side what this does though is shows me the lifecycle stages that are currently on hubspot and how many of the contacts inside of hubspot are using this particular stage so here i've got a lot of leads again other things we could talk about as far as like getting those people either cleaned out or moved to the next stage but i've got all of these stages and then we actually did already add a new stage inside of hubspot that we're using called former customer so here's where i think the implication comes in so think about this from subscriber to lead to marketing qualified and sales qualified opportunity customer evangelist and other those are the set stages that hubspot has given us since the start of the company now if you think about the definition of each one of these things this is where things get a little tricky for companies that aren't doing a lot of inbound with newsletters and that sort of thing they might say why do i need subscriber okay now you could actually delete subscriber if you don't want it now you could actually delete evangelist there's a lot of companies we've worked with over the past several years not a lot of them have used evangelists so and for us we found that the thing that we needed most out of our life cycle stages we were managing this by using the other and then creating another reason which was kind of messy keep in mind that lifecycle stages are the one thing that help us understand where that person is in the customer journey so when we get too crazy and we have too many options they stop meaning what they should so again you can go in here and you can edit these if you wanted to rename them but hubspot's going to throw up a bunch of red flags at you saying whoa whoa whoa if you have reports set up you need to be very very careful with how you edit these so again what we decided to do in our organization was we're going to add a new one and then we're going to start to have folks defined by what former customer means in our definition it's going to be folks that worked with us they might not be someone who was i mean they might have been happy but they might have just shifted directions or they weren't a good fit for us anymore or vice versa so we're just going to put them under a former customer now up at the top you have the ability what used to be done with workflows so if you set someone you know if someone does this then we set them at this lifecycle stage we've got some things that are kind of no-brainers now built into life cycle stages in this area and we've got when a deal is created let's automatically make those folks an opportunity we used to manage that with the workflow now we've got that here in the back end so that's it that's how to edit your lifecycle stages be very very careful with great power comes great responsibility and that's definitely here more than ever inside the new hubspot lifecycle stage edits for more tips tricks and how to's hit that subscribe button and we will see you next week [Music] you