Contacts

How do I close an individual Contact as a Customer?

Last updated: January 5, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional

A contact can be marked as a customer from their contact record if their Lifecycle Stage is not already set to Customer.

  • In your HubSpot Marketing account, navigate to ContactsAll Contacts. In your HubSpot Sales account, navigate to Contacts
  • Click the name of the contact. 
  • On the contact record, click the Actions dropdown and select Close As Customer
User-added image

This will update the contact's Lifecycle Stage property to Customer. This option can sometimes be helpful for teams who are not currently using automation to manage their contacts' lifecyce stages or if a sales rep wants to quickly mark a contact as a customer manually while on a call. Read more about how to use lifecycle stages here.