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Former Member

lead status vs. business relationship

Hi - I know we can assign lead status values, such as suspect, inquiry, MQL to contacts. In the meanwhile, there is business relationship for each contact with values such as suspect, consumer etc. Therefore, a contact can be with "MQL" lead status, but it's business relationship is "suspect", which is confusing.

Can someone please help me to understand where does the business relationship come from, and where can I define these?

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1 Answer

  • Jul 31, 2017 at 01:13 PM

    Business Relationship is a transient field calculated from the two contact root fields IS_CONSUMER and IS_CONTACT. Thelogic is:

    IS_CONTACT = false & IS_CONSUMER = false --> Suspect
    IS_CONTACT = false & IS_CONSUMER = true --> Consumer
    IS_CONTACT = true & IS_CONSUMER = false --> Contact
    IS_CONTACT = true & IS_CONSUMER = true --> Consumer and Contact

    The logic is fixed, you can however change the description of the relationships.

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