Is it possible to automate categorization into a custom lifecycle stage as “active lead” for all new leads when they first come in? Thanks!
>>“Is it possible to automate categorization into a custom lifecycle stage as “active lead” for all new leads when they first come in?”
Sure @fergbreath. However, the automated categorization you’re looking for is really LEAD STATUS. (not Lifecycle Stage) Once you create a custom “Active Lead” Lead Status, you’ll want to setup a workflow to assign that Lead Status for your new leads.
- see How to Manage Your Sales Process in HubSpot With Lead Status
Customization of the built-in HubSpot Lifecycle Stage isn’t permitted by HubSpot. And, building a substitute custom Lifecycle Stage property is a much larger conversation. (not recommended)
Thanks, that is clarifying, and seems like one needs a paid account to automate - good to know.