Workspaces → Prospecting → Your Leads
If I change lifestyle stage to lead or lead status to new or open it does not auto populate to “your leads”.
How do I this from the contact record and quickly?
Hi @JPadilla97
No, leads is an additional object to contacts - the various “lead” names and properties floating around HubSpot can be confusing.
This article outlines how you can create leads (the object), once a lead has been created it will show up in the prospecting / sales workspace.
Hope that helps.
Frank
I went to page you linked and followed the instructions. I believe this is what I originally described.
I have the automation set up so a new lead is ceated when a contact moves to a lifecyle stage set as “lead”.
When I am viewing a contact and I am changing the lifecyle stage to lead, it still doesn’t populate in the prospecting / sales workspace.
Do you have a paid sales seat assigend to your user?
It’s a pre-requisite to use the sales workspace. Also are those leads being assigned to you, and what are your view permissions for leads?
Frank