How To Change Lifecycle Stage In HubSpot

How To Change Lifecycle Stage In HubSpot

  1. Log In to HubSpot: Access your HubSpot account.
  2. Navigate to Contacts: Click on the "Contacts" tab in the main menu.
  3. Select a Contact: Find and click on the contact whose lifecycle stage you want to change.
  4. Open Contact Record: This will display the contact's details.
  5. Locate Lifecycle Stage Field: Scroll down to find the "Lifecycle Stage" property.
  6. Choose New Stage: Click on the dropdown menu and select the desired lifecycle stage.
  7. Save Changes: Click the "Save" button to apply the new lifecycle stage.
  8. Verify Update: Check to ensure the lifecycle stage has been updated successfully.