Reports - Sources

When I change a contact's Lifecycle Stage from Customer to something else, how does the sources report reflect that change?

Last updated: November 17, 2017

Applies to:

Marketing Hub
Basic, Professional, Enterprise

Sometimes a contact who was already closed as a Customer may be pushed back up the funnel for one reason or another. You may wish to manually edit the Lifecycle Stage property value within the contact record back to Lead or Sales Qualified Lead.

By default, the sources report recognizes and calculates customers based on the lifecycle stage of the contacts in your database. If any contacts who were already counted as a customer change to a different lifecycle stage, the sources report calculations for the customer and customer conversion rate reports will update.

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