How to Change Lifecycle Stage in HubSpot
Here is a step-by-step tutorial to change the lifecycle stage in HubSpot:
To update an Individual contact/company:
- Navigate to CRM > Companies.
- Go to the specific Contact or Company record you want to modify.
- Scroll to the right to reveal the lifecycle stage column.`
- Click the dropdown menu and choose the new lifecycle stage for the record.
- Click Save to confirm the change.
To bulk update multiple records:
- In the Contacts or Companies view, select the checkboxes for the records for which you want to update the lifecycle stage.
- Choose Edit from the bar above the table.
- In the bulk edit view, locate the Lifecycle Stage property.
- Use the dropdown menu to select the new lifecycle stage for all selected records.
- Click the Save button to apply the changes to all selected records.
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