To create and edit lifecycle stages for contacts and companies:
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to Objects, then select Contacts.
Click the Lifecycle Stage tab.
To create a new lifecycle stage, click addAdd stage. In the right panel, enter a name for the stage, then click Create lifecycle stage to confirm.
To rearrange the stages, click the dragHandlehandle and drag a stage to a new location.
To edit a lifecycle stage, hover over the stage and click Edit. In the right panel, edit the Stagename, then click Edit lifecycle stage to confirm. Click the code codcode icon to view the stage's internal ID, which is used by integrations and APIs.
To delete a stage, hover over the stage and click Delete. If the stage you’re trying to delete contains records or is used in other HubSpot tools, you'll need to move the records to a new stage and/or remove the stage as a reference in the HubSpot tools. You cannot delete a stage if it's used as a default for connected apps.
To view where a specific lifecycle stage is being used, in the Used in column, click the number. In the right panel, click View all [object/tool] to navigate to the records or tools (e.g., lists, reports, saved view) where the stage is used.
Once you’re done, click Save in the bottom left. Your custom stages will now appear as options when editing a contact’s or company's Lifecycle stage property.
Once you've set up your lifecycle stages, you can:
Please note: calculation properties that are dependent on the Lifecycle stage property will not populate values based on new custom stages (e.g., Became a [stage] date). Calculated properties based on default lifecycle stages are supported even if you've relabeled the default lifecycle stage name. In this case, the relevant Rollup properties will use the original default stage name.
Move from a custom property to the lifecycle stage property
If you've been using a custom property to track lifecycle stages, it is recommended to migrate back to using the default Lifecycle stage property. To move back to using the default property: