Business Problem:
Contacts typically have a lifecycle status that defines their current engagement or sales progress with the business. Currently, tracking and managing a contact's lifecycle status within the platform is challenging.
Furthermore, the existing open and closed conversation statuses are inadequate for lead management. Contacts in the sales pipeline often remain in open conversations rather than being closed, as sales agents still need to follow up with them. This has led to clutter in the open conversation list, causing some contacts to be overlooked for follow-up and resulting in lost leads.
Desired Outcome:
It would be good if we could track and manage the lifecycle status of contacts within the platform directly and organize the conversations based on the lifecycle status to enhance conversation management. Additionally, generating insights to monitor lifecycle metrics, such as conversion rate would be valuable for monitoring the sales process and making data-driven improvements.
Create a custom field and custom inboxes to track the lifecycle status.