CRM

Benoi
Participant

How to manually change lifecycle stage for contact

SOLVE

Hi there

I am new to hubspot

I am wanting to change lifestyle status from opportunity back to lead.

when i follow guide to do so the property "became an opportunity date" does not have an edit function attached under "about this contact"

Do i need to upgrade to a paid account to change theses settings

Thanks to anyone out there

0 Upvotes
1 Accepted solution
gelflex-cc
Solution
Key Advisor

How to manually change lifecycle stage for contact

SOLVE

@Benoi sorry. ok here is a screenshot.

 

contact.png

 

 

View solution in original post

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9 Replies 9
gelflex-cc
Key Advisor

How to manually change lifecycle stage for contact

SOLVE

@Benoi 

To change the lifecycle stage go into the contact, find the property, go to the dropdown, select the stage you want. 

0 Upvotes
Benoi
Participant

How to manually change lifecycle stage for contact

SOLVE

I am sorry

but I still cant seem to do this

When i go into the contact The only property I can see to change is "manage properties" under "property editor" tab. I am using free version does this restrict me from manually changing lifecycle stage.

Thanks again

Ben

0 Upvotes
gelflex-cc
Key Advisor

How to manually change lifecycle stage for contact

SOLVE

@Benoi sorry  change it in the contact record of properties in settings

0 Upvotes
Benoi
Participant

How to manually change lifecycle stage for contact

SOLVE

Ok you realy are going to have to dumb this down for me, i just cant get it, sorry.

The first page I go to is the contacts page I want to change  or the settings tab on the top right of any page.

0 Upvotes
gelflex-cc
Solution
Key Advisor

How to manually change lifecycle stage for contact

SOLVE

@Benoi sorry. ok here is a screenshot.

 

contact.png

 

 

0 Upvotes
Benoi
Participant

How to manually change lifecycle stage for contact

SOLVE

thanks for your patience 

0 Upvotes
gelflex-cc
Key Advisor

How to manually change lifecycle stage for contact

SOLVE

@Benoi no problem. We are all in this together. Are you able to make the changes now?

Benoi
Participant

How to manually change lifecycle stage for contact

SOLVE

i hadnt selected as a property yet...thanks again

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to manually change lifecycle stage for contact

SOLVE

Hi @Benoi 

 

The 'became an' fields are read only, so you can not clear those if you move a lifecycle stage backward. 


However, they will be updated with a new value once the returns to the previously held lifecycle stage. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency