Last updated: August 24, 2021
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Categorize your contacts based on where they are in your marketing and sales processes. Using the Lifecycle stage property enables your team to determine where a specific contact is in your processes, and to understand better how leads are handed off between marketing and sales.
The default Lifecycle stage property contains the following stages as options:
Please note: 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 any of the actions listed below. To ensure a contact’s lifecycle stage is accurate when they are added to the CRM, you can import a Lifecycle stage column with their correct stage.
Since certain lifecycle stages are updated automatically by HubSpot, the property’s options cannot be edited. If your contacts have a different lifecycle, learn how to create a custom lifecycle stage property.
The default lifecycle stage for a new contact is determined by how they were created, but you can update the Lifecycle stage property manually, or set up your own automatic triggers and criteria. To update the Lifecycle stage property, you can do the following:
You can see the source of an update in the Lifecycle stage property history.
The Lifecycle stage property can be used to segment your records when creating a list or a saved view. You can also use reports in your HubSpot account to see where contacts are in your processes and how they have moved between the lifecycle stages. Users with reports permissions in a Professional or Enterprise account can create custom funnel reports.
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