CRM

josephpilar0404
Teilnehmer/-in

How to update the dates when lifecycle stage transitioned to?

lösung

I am importing contacts to HubSpot manually and needs to update the 'Became a lead date' property. Is there a way we can update the date? 

 

josephpilar0404_1-1649675431600.png

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to update the dates when lifecycle stage transitioned to?

lösung

Hi @josephpilar0404,

 

This value cannot be edited, it's automatically set by HubSpot for each contact. (The property will clear its value if a contact's lifecycle stage is moved to a lesser value.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Antworten
ALawrence
Teilnehmer/-in

How to update the dates when lifecycle stage transitioned to?

lösung

@karstenkoehler If the contact's lifecycle stage was moved inadvertantly/by mistake, is there a way to move the lifecycle stage back without updating the 'Became a x Date'?

 

For example, we had quite a few leads become SQLs accidentally, and I want to move them back to Leads, but don't want to update the Became a Lead date to today because that will obviously skew the reporting

 
 
0 Upvotes
LSadowski
Mitwirkender/Mitwirkende

How to update the dates when lifecycle stage transitioned to?

lösung

Yep it's a bit of a shame that these kind of mistakes cannot be reversed completely - when Lifecyle Stage has been set forward accidentally/mistakenly, it can be reset to the correct one but the correct dates when these stages were reached are wiped out in this step 😞

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to update the dates when lifecycle stage transitioned to?

lösung

Hi @josephpilar0404,

 

This value cannot be edited, it's automatically set by HubSpot for each contact. (The property will clear its value if a contact's lifecycle stage is moved to a lesser value.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

josephpilar0404
Teilnehmer/-in

How to update the dates when lifecycle stage transitioned to?

lösung

Hi @karstenkoehler,

 

Oh okay. I see. Thanks a lot for your input.