Can you edit the lifecycle stages in HubSpot? The answer used to be no, but now it’s yes! But there are a few things to keep in mind before you get all change-happy!
Editing HubSpot lifecycle stages is a long user-requested feature for users.
Note: This feature is still in BETA as of May 2022 and may not be in your portal just yet!
In this video, we’ll show you how to edit the lifecycle stages for contacts in HubSpot, where to find this option, and some things to keep in mind before you go changing everything as lifecycle stages are tied to a LOT of things in HubSpot - beware!
00:00 Introduction
00:15 Overview of the feature
00:36 Where to find lifecycle stages in HubSpot settings
01:03 Lifecycle stages tab in HubSpot
01:12 Configuring lifecycle stages and how many people are in each stage currently
02:02 Considerations to keep in mind when naming and choosing lifecycle stages
02:52 Naming or editing lifecycle stages
03:34 Lifecycle stage automation
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28 июн 2024
