Knowledge Base
Lifecycle Stage
The one field that says how far along someone is with EO, from a name you just met to a full member.
What are the values?
There are seven, and they run in this order. These are the values EO has configured, so this is exactly what you will see in HubSpot.
Lead
In HubSpot, and not a member yet. Everyone your chapter uploads starts here.
Marketing Qualified
MQLHas shown enough interest to be worth a real conversation.
Sales Qualified Lead
SQLYour chapter team has agreed they are ready for the formal application. Reaching this stage is what creates a deal.
Opportunity
An application is under way, with a live deal on their record.
Customer
Paid, and a full member.
Elumni
Was a member and has since moved on. The record stays for history.
Evangelist
Advocates for EO and refers other people to it.
"Elumni" is EO's own spelling, not a typo. Current Status explains why, and uses the same word for the same idea.
When do you change it?
Move it forward as the person really moves forward.
Where do you go next?
- Lead Status. More detail, for people who are still at Lead.
- Current Status. More detail, for people who are members.
- What happens to your chapter, stage by stage. When this field gets set during your rollout.