Which revenue stage to move Former Customers to? | Community
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Kelly_Schmid3
Kelly_Schmid3
Level 4
June 30, 2015
Question

Which revenue stage to move Former Customers to?

  • June 30, 2015
  • 1 reply
  • 1041 views

Our customers are typically on yearly contracts and if they do not renew, their SFDC type moves to Former Customer. When they move into Former Customer, they are basically a lead to start marketing to again. I know one option is to create a separate stage for Former Customer. However, before we create this I wanted to reach out to the community to see if/how everyone else is handling this? Which stage do you move your contacts that move from Customer to Former Customer into?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
July 1, 2015

Yes, usually I push them to Former Customer and then allow them to be recycled to Opp if they return.

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