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Best Practices for Managing Target Accounts in HubSpot | RevGenius

Best Practices for Managing Target Accounts in HubSpot

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Hi! I have a doubt about Target Accounts in Hubspot. Working with Target Accounts when a lead that is part of a target company is moved to qualified, the best practice its also to to move all the other leads and the company to qualified? How did you manage that on the pipeline and lead status?

8 comments

· Sorted by Oldest

Pat H.
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Lead status and lifecycle stage are not the same and lead status is unique to the prospect not the entire account.
Gabriel A.
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But when this happens, the best practice is to set the other lead status to qualified? Or just the lead that is qualified? Because all of the leads are part of the same organization
Nimisha
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only the leads that have interacted are updated along with the company level update. Rest leads are not
Pat H.
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Lead status is applied to an INDIVIDUAL. You should not update all if one converts. Lifecycle adage applies to all contacts within an account. Best practice is to sync them all together.
Gaurav A.
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Follow the steps mentioned in this article: https://knowledge.hubspot.com/records/use-target-accounts
Pat H.
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That article is a setup article, which doesn’t help answer the question about lead status vs lifecycle stage rules.
Neil S.
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I usually don’t auto-qualify all contacts just because one person qualified - that creates messy data. Instead, we tag the company as “Active Target Account” with a custom property, but keep individual contact lifecycle stages based on their actual engagement. Then use that company property to create visibility for sales without screwing up your funnel metrics Gabriel A.
Pat H.
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Thats what lead status is for. Lifecycle stage is an account level property.