Hi,
I wants to add some new stages to the default lifecycle stage. So,now is it possible to see date stamp for the fields that I have added?
So that I can keep a record when a lead has entered to a new custom stage/ its lifecycle stage has changed.
Thanks!
Hi @PThakur37,
Yes and no, while HubSpot makes these date properties available in reports automatically when you customize your lifecycle stages, it will not create the ‘Became a …’ date properties.
If you want this information stored in a property, you need to create these date properties manually first. You’ll also need a contact-based workflow that enrolls a contact when they enter a new lifecycle stage and then sets the date property value to the date of the step.
Even without these properties however the typical reports that refer to them (e.g. lifecycle stage funnel reports) will work and in reports you’re able to pull this information by searching for ‘Date entered …’
Best regards!
Hi @PThakur37
Yes, it is possible to mark the date time stamp for the Custom stages added in the Lifecycle stage.
Firstly create a field in the name of that stage say**(Became lead date).**
Then, by building an automation :when the value of custom lifecycle stage is known**(Say Lifecycle stage is Lead)** then add action set property value(Became lead date).
If you find it helpful. Please mark it as solution.
Merged with reply above for clarity.
Yes, you are right and I think we are on the same page. As I was trying to give a refence to @PThakur37 that if someone adds a custom stage in the default life cycle stage. So we need to create a date property to mark date stamp of that custom stage value.
As HubSpot provides to mark date stamp only for default stages value.
