From contacts to closing

[MatheusRiccio]

Hello good afternoon!

How do I put a contact/business in my pipeline as a successful customer or sale made?

[Jigar_Thakker]

Hi @MatheusRiccio ,

To mark a contact or company as a successful customer or completed sale, you can update their 'Lifecycle Stage' property:

1. Manually Update Lifecycle Stage:
• Go to the contact or company record.
• Find the 'Lifecycle Stage' property.
• Change it to 'Customer' or another appropriate stage that reflects their new status.
  
  
2. Automate with a Workflow:
• Create a workflow that triggers when a deal is marked as 'Closed-Won'.
• Set up the workflow to automatically update the lifecycle stage of associated contacts or companies to 'Customer'.

For step-by-step guidance on these processes, check out:

• Updating Lifecycle Stages
• Creating and Managing Workflows

If you need more help or details on setting this up, just let me know! If this answer helps, please support the community by marking it as a solution.

[himanshurauthan]

Hi @MatheusRiccio, 

To mark a contact or business as a successful customer or a sale made in HubSpot, you need to move them to the appropriate stage in your sales pipeline. Here’s how you can do it:

1. Navigate to Deals: In your HubSpot account, go to the Sales Dashboard and click on "Deals."
2. Find the Deal: Locate the specific deal you want to mark as closed. You can use the search bar or filter options to find it quickly.
3. Move the Deal: Click on the deal to open it. On the deal record, you will see the current stage of the deal in your pipeline.
4. Change the Stage: Click on the current stage dropdown and select the stage that indicates a successful sale, usually labeled as "Closed Won" or similar.
5. Save Changes: Ensure that any necessary information is updated, and then save your changes.

By doing this, the contact or business will be marked as a successful customer or a sale made, reflecting accurately in your sales pipeline and reports.

For a more detailed guide, you can refer to the HubSpot Knowledge Base: How to Manage Your Deals.

Best regards, 

Did this post resolve your question? If so, please help the community by marking it as the accepted solution.

[karstenkoehler · Accepted solution]

Hi @MatheusRiccio,

You would be working with deals here if you want to document the sale: https://knowledge.hubspot.com/records/create-deals

If you simply want to label the contact or company as a customer, this can be done in the 'Lifecycle stage' property which exists both for contacts and companies: https://knowledge.hubspot.com/records/use-lifecycle-stages

https://knowledge.hubspot.com/records/update-a-property-value-for-a-record

Let me know if you have any follow-up questions!