I know documentation says the values for “became a lead date” and other lifecycle stages can’t be updated, but can they become editable? Any mistaken updates to a contact’s lifecycle stage will require someone to manually update the stages the day of so then turnaround time data is completely lost. This would also help to easily fix lead funnels that may be displaying incorrectly too.
+1 to this! We haven’t been using this field in the past, but have all this data stored elsewhere. I’d like to start using these fields to capture our funnel, especially to take advantage of the funnel reports in HS. However, I’m not able to update this retroactively so it makes a lot fo our data useless before today. Would love to be able to do at least an import of contacts with these dates updated instead of only controlled by HS.
Definitely +1
I am trying to use this to measure funnel progress… but because it is uneditable, if the data isnt updated at the right time, it throws everything off. For example, we had an event at the end of a quarter… we didnt upload the lead list until the following week which was in the new quarter. And the result is that we have a bunch of MQLs reflecting in the new quarter incorrectly. Attribution then gets messed up, our ability to measure in quarter campaign ROI is messed up… All I want to do is make the date reflect accurately, without that this field is basically unusable for us or at least throws off our data significantly
+1 for me as well
We’re just getting set up in Hubspot moving from another platform and without the ability to update the date, everyone will look like they became a Marketing Qualified Lead today instead of me being able to set the workflow to adjust the date to match the existing MQL Date property. Bringing over the data from another platform and not being able to update this for each stage makes the data as they now progress invalid.
Allow admins to reset or rollback “Date entered” fields in the event that workflows (or other sources) set this in error. This is important, because “Date entered” fields (eg. “Date entered marketing qualified lead stage”) are now required for reporting on lead / deal generation in reports.
Previously, we managed reporting in Excel, but we’ve shifted to using HubSpot’s funnel reporting for all our data. However, when updating lifecycle stages today, associated properties like “became MQL/SQL/Opp/,etc.” default to today’s date. This presents challenges for reporting based on specific date ranges.
To facilitate smoother transitions for users migrating from other platforms to HubSpot, it would be beneficial to include a feature that addresses this issue.
+1
We are moving data from our old Hubspot account to a new one and this feature is highly required to be added.. as the Lifecycle stage timelines are lost and it is impossible to build reports/funnels based on this info.
Yes this is really a need, especially now as the “became a XY” are going to get removed with end of november. Without the option to edit this values you can really destroy your reportings.
Hi team, this is an important feature for our customers as sometimes, there can be internal restructuring, which would then require teams to edit/ revamp properties such as lifecycle stages. We should allow them the flexibility of being able to clean up their data when they need to. Thank you!
Please allow this feature!!! It’ critical to data clean up - we’ve picked up human errors from our sales rep on how they’ve been moving deals through our pipeline and now we can’t go back and fix deals, so our conversion rate reporting is artificially incorrect.
Also think this is very important. Needed to do some reconciliation work for old architecture and cannot do what I am hoping to as it will mess up the date entered properties for lifecycle stages.
+1 to this! I have this issue pretty often. Any time we change how we report lifecycle changes, a bunch of contacts will move into a stage at once and messes up all the reports. Would be great to be able to set this via the UI or even just via the API.
Yes to this! We did a major overhaul of our lifecycle stage definitions and conditions to enter and exit. This meant major cleanup and moving people to the right stage. All of our reports from the past are inaccurate now but we have no way to fix them.
Hi everyone,
I’m Zita, the Product Manager for pipelines & SCPs.
Thank you for taking the time to share this idea — we genuinely read and consider everything submitted here.
After review, we don’t have plans to build this right now. This is actually something we find interesting, but we have higher-priority work in flight that we need to see through first. It’s on our radar for future consideration.
That said, we revisit our roadmap regularly, and customer ideas like this one do influence what we prioritize.
Thanks!
We have a need for this on the deal date properties for when they enter and exit certain stages. Like many orgs, we have modified our deal pipelines/stages over the years. It is not easy for deals won/lost under old sales processes to move into the latest version of our won/lost stages. Custom date properties would work, but then you need to remember which date fields (default or custom) apply to deals that were update in which historical periods, and it’s a bit of an overcomplicated mess.
Hi everyone,
I’m Zita, the product manager for Stage Calculated Properties.
Thank you for taking the time to share this idea — we genuinely read and consider everything submitted here.
After review, we don’t have plans to build this right now. This is a complicated issue which we are aware of and would like to address, but we have higher-priority work in flight that we need to see through first. It’s on our radar for future consideration.
That said, we revisit our roadmap regularly, and customer ideas like this one do influence what we prioritize. Thanks!