Last updated: June 6, 2022
|All products and plans|
Categorize your contacts and companies 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 or company is in your processes, and to understand better how leads are handed off between marketing and sales.
Lifecycle stages are generally used to track how contacts or companies move forward in your process. Default automatic updates to the lifecycle stage property will only move the stage forward (e.g., no value to Subscriber, Subscriber to Opportunity, etc.). Learn more about how to manually update lifecycle stage values.
The default Lifecycle stage property contains the following stages as options in sequential order:
Since certain lifecycle stages are updated automatically by HubSpot, the property’s options cannot be edited.
The default lifecycle stage for a new contact or company 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.
Thank you for your feedback, it means a lot to us.
You can import files to create and update HubSpot records in bulk. This article explains how to import a...
Properties are fields that store information on HubSpot records. For example, you can use the City company...
When importing records into HubSpot, you may encounter errors. Below, learn how to resolve errors detected...