Deals

How can I stop automatically syncing the Lifecycle Stages of Deals to their associated Contacts and Companies?

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

Within your Deals, you can enable a setting to update the Lifecycle Stage of contacts and companies when attached to a Deal. As the setting details, contact and companies will be updated in the follow scenerios:

  • When a deal is created, change the lifecycle stage of associated contacts and companies to Opportunity.
  • When a deal is won, change the lifecycle stage of associated contacts and companies to Customer.

Please follow the steps below to turn off this setting:

  • Navigate in HubSpot Sales to Settings > Deals.
  • Under Sync lifecycle stages to associated contacts and companies, click on the Toggle to disable the setting. When disabled, the button will be grey.