Frequently Asked Questions
How do I change the default lifecycle stage in HubSpot?
To change the default lifecycle stage in HubSpot, follow these steps: In the left sidebar, go to Objects and choose Contacts. Click on the Lifecycle Stage tab. To have a contact's stage change automatically when their linked company's stage changes, check the Sync lifecycle stages box. This lets you customize and automate the stages of your contacts based on their interactions and associations with companies.
How do I customize my lifecycle stages in HubSpot?
You can tailor your lifecycle stages in HubSpot by going to your account settings and selecting "Objects" in the sidebar menu. From there, choose "Contacts" and click on the "Lifecycle Stage" tab. This is where you can create and personalize lifecycle stages for both contacts and companies, making it easier to manage and track your interactions with them throughout the customer journey.
What are the default lead statuses in HubSpot?
In HubSpot, default lead statuses help track the progress of your sales leads. These statuses categorize leads into various stages. The default lead statuses include: "Open Deal" for newly created leads, "Unqualified" for those not fitting your criteria, "Attempted to Contact" to show contact attempts, and "Connected" for leads engaged in meaningful conversations. These categories facilitate efficient lead management, aiding your sales team in understanding where each lead stands in the sales process, ultimately enhancing productivity and conversion rates.
Can you change HubSpot lifecycle stages?
Yes, you can change HubSpot lifecycle stages. To do this, simply hover your cursor over the stage you want to modify and click on the "Edit" option. Afterward, you'll see a panel on the right side. In this panel, you can change the name of the stage as you desire. Once you've made the necessary adjustments, click on the "Edit lifecycle stage" button to confirm and save your changes. This way, you can customize HubSpot's lifecycle stages to better fit your needs.