How to reset lifecycle stage to default settings?

Smart CRM & Sales Hub CRM
1

I have made some edits to the lifecycle stages but I’m not very happy with them. How can I reset the lifecycle stage settings to the default?

2

Hi @leaner-dev,

There is no reset button you can use this documentation to re-create the default lifecycle stages: Use contact and company lifecycle stages

Best regards!

3

Hi Karsten,
Will this restore all pre-built functionality that comes with Default Lifecycle Stages?

Thank you,

Mitchell

4

Hi @MYoung6, no, it won’t. The original IDs cannot be referenced again and tools will not recognize the new stages – even if they share the same name.

5

Thanks for your response.

Can anything be done to work around this? Or do I just have to accept that I’ve lost functionality?

The primary functionality I am referencing, is recording the time it took from a MQL to become a Customer. For reporting functions.

Thank you

6

@MYoung6 if you’re referring to ‘Time to move from marketing qualified lead to customer’, then I’m not aware of ways to get that to work again.

If you have a Professional or Enterprise subscription, you can leverage calculation properties to calculate the duration between the ‘Date entered…’ properties: Create calculation and rollup properties