CRM

Niels
Member

Hubspot automatically assigning lifecycle stages

SOLVE

Hi

 

Another newbie question:

 

When one of the guys on our team manually enters a new contact into our Hubspot CRM, that contact is automatically assigned the status of "lead" or "subscriber". Is there any reason it'd be assigning one status and not the other? Shouldn't they all be "subscriber" by default if entered manually?

 

Many thanks

 

 

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1 Accepted solution
RachelAppleman
Solution
HubSpot Employee
HubSpot Employee

Hubspot automatically assigning lifecycle stages

SOLVE

Hi there,

 

Thanks for the follow up question! Currently when adding a new contact manually in HubSpot, their lifecycle stage is defaulted to "lead" as you pointed out. There currently is not a way to change this default option. 

 

However, as a workaround, if you have the HubSpot Sales/CRM enabled, you can navigate to Settings > Sales > Contact and Companies > and click "manage" for "Set the properties your team sees when creating contacts". Then, you can add "lifecycle stage" to be a default property that appears when you manually create a contact, and save your settings. Now, moving forward, when adding a new contact to your database manually, you can set the lifecycle stage upon creation.

 

All the best,
Rachel Appleman
HubSpot Customer Support

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0 Upvotes
5 Replies 5
RachelAppleman
HubSpot Employee
HubSpot Employee

Hubspot automatically assigning lifecycle stages

SOLVE

Hi there,

 

Thanks for reaching out to our HubSpot Community! I hope my response finds you well.

 

If you take a look at this helpful article from our HubSpot Academy, you will find that it depends on how the contact is added to your HubSpot database that determines what lifecycle stage they will begin as.

 

All the best,
Rachel Appleman
HubSpot Customer Support

0 Upvotes
alexaude
Member

Hubspot automatically assigning lifecycle stages

SOLVE

So it is showing up as a "lead" when I add it manually. Is there any way to override it and make it say "subscriber" like it did when I uploaded a CSV file? 

0 Upvotes
RachelAppleman
Solution
HubSpot Employee
HubSpot Employee

Hubspot automatically assigning lifecycle stages

SOLVE

Hi there,

 

Thanks for the follow up question! Currently when adding a new contact manually in HubSpot, their lifecycle stage is defaulted to "lead" as you pointed out. There currently is not a way to change this default option. 

 

However, as a workaround, if you have the HubSpot Sales/CRM enabled, you can navigate to Settings > Sales > Contact and Companies > and click "manage" for "Set the properties your team sees when creating contacts". Then, you can add "lifecycle stage" to be a default property that appears when you manually create a contact, and save your settings. Now, moving forward, when adding a new contact to your database manually, you can set the lifecycle stage upon creation.

 

All the best,
Rachel Appleman
HubSpot Customer Support

0 Upvotes
alexaude
Member

Hubspot automatically assigning lifecycle stages

SOLVE

Thank you!

0 Upvotes
Niels
Member

Hubspot automatically assigning lifecycle stages

SOLVE

thanks very much, Rachel!

0 Upvotes