Contacts

Use lifecycle stages

Last updated: April 21, 2020

Categorize your contacts based on the lifecycle stage they are at in your marketing and sales processes. Updating the Lifecycle stage property consistently allows your team to determine where a specific contact is in your processes, and understand better how leads are handed off between marketing and sales.

What are the lifecycle stages?

The default Lifecycle Stage property contains the following stages as options, and their definitions:

  • Subscriber: a contact who has opted in to hear more from you by signing up for your blog or newsletter.
  • Lead: a contact who has converted on your website or through some other interaction with your organization beyond a subscription sign up.
  • Marketing Qualified Lead: a contact that your marketing team has qualified as ready for the sales team.
  • Sales Qualified Lead: a contact that your sales team has qualified as a potential customer.
  • Opportunity: a contact who is associated with a deal (e.g., they're involved in a potential deal with your organization).
  • Customer: a contact with at least one closed deal.
  • Evangelist: a customer who has advocated for your organization.
  • Other: a wildcard stage that can be used when a contact does not fit any of the above stages.

The lifecycle stage of a contact or company can be changed by automatic syncing and therefore cannot be edited. The default stage for a new contact is determined by how they were created.

If your contacts have a different lifecycle, learn how to create a custom lifecycle stage property.

How do I update the Lifecycle stage property?

To keep the Lifecycle stage property updated, you can do the following:

Please note: lifecycle stages are only meant to progress forward, down the funnel. Imports, workflows, and form fields can only set the default Lifecycle Stage property for contacts and companies to a lifecycle stage down the funnel. You can only set a lifecycle stage backwards manually, or in a workflow by clearing the Lifecycle stage property prior to setting the new value.

What is the difference between the Lifecycle Stage and Lead Status properties?

The Lead Status property, in general, describes the sub-stages within a Sales Qualified Lead lifecycle stage. The default Lead Status options are:
  • New
  • Open
  • In Progress
  • Open Deal
  • Unqualified
  • Attempted to Contact
  • Connected
  • Bad Timing
Learn more about how to use the different lead statuses to manage your sales process. You can also customize this property, or use this property with workflows to automate your sales lead tracking and reporting.
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