How To Change Lifecycle Stage In Hubspot

by

HubSpot serves as a robust platform for marketing automation, empowering companies to oversee their customer engagements and sales operations. A standout function of HubSpot lies in its tracking capability for the lifecycle stage of every contact within your database. This enables you to monitor the progress of each contact through the sales funnel, from the first point of contact to the completion of a sale.

Why Change Lifecycle Stage?

There are several reasons why you might want to change a contact’s lifecycle stage in HubSpot. For example, if a contact has expressed interest in your product or service but hasn’t yet made a purchase, you may want to move them from the “Lead” stage to the “Marketing Qualified Lead” (MQL) stage. This will help you track their progress more closely and ensure that they receive targeted marketing messages that are relevant to their needs.

How to Change Lifecycle Stage

Changing a contact’s lifecycle stage in HubSpot is easy. Here are the steps you need to follow:

  1. Log in to your HubSpot account and navigate to the “Contacts” tab.
  2. Click on the name of the contact whose lifecycle stage you want to change.
  3. In the contact’s profile, look for the “Lifecycle Stage” field. Click on the drop-down menu and select the new lifecycle stage that you want to assign to the contact.
  4. Click “Save” to update the contact’s lifecycle stage in HubSpot.

Conclusion

Changing a contact’s lifecycle stage in HubSpot is an important step in managing your customer relationships and sales processes. By doing so, you can ensure that each contact receives the right marketing messages at the right time, which can help you close more deals and grow your business.