Hi there,
We have recently started using Hubspot amd in my attempts to configure it to suit our needs, I have managed to upset the lead stage tracker.
It is now out of sync, menaing when I click to change the stage, e.g. from connected to quoting (qualified) the tracker (orange blobs) do not move along to match it. And I can’t work out what I have done to cause this.
Any help, preferably in very simple terms, would be appreciated.
Hi @LOttway,
Could you please share a screenshot that shows how this is currently out of sync? (two screenshots: one of the stage tracker, one of the lead reflecting different information)
Please pixelate any personal data of the lead.
Best regards
@LOttway as far as I can tell, these might simply be different leads. What makes you think they’re the same one?
@LOttway I’m not sure I’m following. The most recent two look identical - do you just want to see one then, instead of two?
Hi Karsten,
I am sure it is me and how I am explaining things.
On the last 2 screen shots, you have Owner, Lead Type and Stage. In the stage field it says Following Up, but when I hover over the tracker (orange blobs) it says Quoting.
Surely they should match?
@LOttway HubSpot is simply showing you, when you hover your mouse over a stage, what the name of it is. It’s not the stage it’s currently in, simply the label of the stage you move your mouse over.
