What is a Lifecycle Stage?
James Roberts
James Roberts

What is a Lifecycle Stage?

All your contacts have a lifecycle stage applied to them (or they at least should).

Knowing where a specific contact is in your processes, allows you to understand better how to handle them, and know which part of the process they are.

Imagine a potential lead, who has actively engaged with you and could be in a position to buy, but is not categorised, they could fall by the way side.

See for yourself why 60,500+ customers trust HubSpot to bring their marketing  team, tools, and data together in one place.

What are the lifecycle stages?

The HubSpot default Lifecycle Stage property are listed below:

  • Subscriber: contacts who know of your business and have opted in to hear more from your team. Typically a visitor that has signed up for your blog.
  • Lead: contacts who have shown sales readiness beyond being a subscriber. An example of a lead is a contact who signs up for a content offer from your business.
  • Marketing Qualified Lead: contacts who have engaged with the team's marketing efforts, but are still not ready to receive a sales call. An example of a MQL is a contact who respond to a specific form in a marketing campaign.
  • Sales Qualified Lead: contacts who have indicated through their actions that they are ready for a direct sales follow up. An example of a SQL is a contact who submits a question about your product through a contact form.
  • Opportunity: contacts who are real sales opportunities.
  • Customer: contacts with closed deals.
  • Evangelist: customers who advocate for your business and whose networks may be leveraged for further leads.
  • Other: a wildcard stage that can be used when a contact does not fit any of the above stages.

The lifecycle stage of a contact or company can be changed by automatic syncing and therefore cannot be edited. Learn how to create a custom lifecycle stage property.

How do I update the Lifecycle stage property?

To keep the Lifecycle stage property updated, you can do the following:

Please note: a contact's lifecycle stage is only meant to progress forward, down the funnel. Imports, workflows, and form fields can only set the default Lifecycle Stage property to a lifecycle stage down the funnel. You can only set a lifecycle stage backwards manually, or in a workflow by clearing the Lifecycle stage property prior to setting the new value.

More on Lifecycle Stages can be found - https://knowledge.hubspot.com/articles/kcs_article/contacts/use-lifecycle-stages

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James Roberts

James Roberts

James is our Creative Director and founder of Method Design. His knowledge is unlimited when it comes to design, user experience, digital marketing and coding! He is also a fully qualified UAV pilot and drone operator.