Journey criteria apply to existing contacts as well as new ones. Upsales checks your criteria automatically at regular intervals, and every contact that matches gets the status:
- Marketing Qualified Lead (MQL): contacts with the status Lead that match your criteria. Requires the Marketing Automation add-on.
- Lost customer: contacts with the status Customer that match your criteria.
Set up the criteria under Settings → Account → Business rules → Journey. Read more in How to configure your customer journey.
To give existing companies or contacts a status yourself, select them in the company or contact list and choose Update companies or Update contacts. Read more in How can I change a company/contact journey status?