Records | Frequently Asked Questions

Find answers to common questions about records in HubSpot.

General 

• Can I have multiple owners for one record?
• Why do records seem to disappear from the CRM?

Contacts

• Why are the Last contacted and Last activity date properties not updating?
• Can I select which properties to appear next to the photo in a record?
• What is the default lifecycle stage for newly created contacts in HubSpot?
• How do I set a contact's lifecycle stage backwards?
• Will images in emails sent from the CRM appear on the contact's timeline?
• Can I send an email to a list of contacts using the CRM?
• Will a click from a sales email lead to a page view in a contact's timeline?

Deals

• What happens when a deal's stage changes to Closed Won or Closed Lost?

Can I have multiple owners for one record?

At this time, each record can only have one owner in the default owner property. You can, however, create custom properties with the property type HubSpot user. Properties of this type will automatically pull users in your account as options.

Why do records seem to disappear from the CRM?

• Your current view includes filters. Records that do not meet these filters will not be shown. Ensure all filters are cleared to view all records.
• Your user permissions restrict you to viewing only records that you own or records that your team owns. If you'd like to view all records, contact your administrator for the appropriate permissions.

Can I select which properties to appear next to the photo in a record?

What is the default lifecycle stage for newly created contacts in HubSpot?

The default lifecycle stage of a contact depends on how they were created in HubSpot. Contacts will have the initial lifecycle stage of Lead if:

• They were added manually in your HubSpot account from the contacts dashboard.
• They converted on a form or lead flow, unless the form or lead flow specifies otherwise by including the Lifecycle stage property as a field.
• They were synced from Salesforce, unless automatic lifecycle stage transitions or company lifecycle stages sync are enabled in your HubSpot account.
• They were created through contact profiles in Gmail or Outlook.

Contacts will have the initial lifecycle stage of Subscriber if:

• They converted on a default HubSpot blog subscription form.
• They were imported into HubSpot, unless specified otherwise in the import file.
• They were created through conversations.

How do I set a contact's lifecycle stage backwards?

You can set a lifecycle stage backwards manually, or in a workflow by clearing the Lifecycle stage property prior to setting the new value.

Will images in emails sent from the CRM appear on the contact's timeline?

When an email containing images is sent from the CRM, the image should appear in the email activity in the contact's timeline. Click Expand on the email containing the image to see the full image.

Can I send an email to a list of contacts using the CRM?

At this time, you cannot send emails to lists of contacts in the CRM. This is a HubSpot Marketing feature only. You can, however, send emails in the CRM to individual contacts.

If you have a HubSpot Marketing Basic, Professional, or Enterprise account, learn how to send marketing emails to your lists.

Will a click from a sales email lead to a page view in a contact's timeline?

 While HubSpot can track if a contact has clicked a link in your sales email, the click may not always results in a page view. Page views are tracked is based on the following requirements:

• The HubSpot tracking code is firing on the page. This drops a cookie on the visitor’s browser.

• The visitor’s cookie is associated to a contact record in HubSpot. This occurs when:

  • The contact has filled out a form with cookie tracking enabled.
  • The contact has received a marketing email with identity tracking and visited your site by clicking a link in that email.
  • The JavaScript Events API was used to create the contact.

If these requirements are not met, no page view will be recorded.