Last updated: August 4, 2021
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To manually update an individual record's lifecycle stage, learn how to edit a property value.
When moving a lifecycle stage forward, you can use the Set property value workflow action to set a new lifecycle stage. When moving a lifecycle stage backwards, you'll first need to clear the property, then add another action to set a new lifecycle stage.
To set up a lifecycle stage workflow:
With the workflow enabled, enrolled records will now have their lifecycle stage set accordingly. Learn how to manually enroll a list of contacts in a workflow.
If you import a contact and don’t set their lifecycle stage, the contact’s lifecycle stage will be set automatically by HubSpot when they complete certain actions. To ensure a contact’s lifecycle stage is accurate when they are added to the CRM, or to update an existing contact's lifecycle stage, you can import a Lifecycle stage column.
Please note: you can only update a lifecycle stage forward with an import. If you want to set a lifecycle stage backwards, you will need to clear the records' lifecycle stage values before importing.
Once the records have been imported, they will have their lifecycle stage changed to your selected lifecycle stage.
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