Hi, I have created custom lead status options and they are not all appearing in the company side record bar. When I click the dropdown arrow, several are missing. These are the leads I'm expecting to see:
The current lead status' that are available in the dropdown are:
Needs Qualifying
Qualifying
Qualifying - Intro Scheduled
Qualified - Samples Wanted
Qualified - Testing
Qualified - Samples to Sales
Customer - Single Purchase
Customer - Ongoing
The missing lead status' are:
Qualifying - Stuck
Qualified - Not Ready Yet
Disqualified
Any help (except status name critiques) is certainly appreciated. Thank you!
Could you first check if you've updated the property on the correct object? HubSpot has a Lead status property for contacts and one for companies. Is it possible that you've updated the contact one?
Next, I would check what happens in a company list. When you create a company list based on Lead status, can you see all values there?
For my own sanity, I would probably also check if the problem persists with a net new property, cloning it once and placing it in the record sidebar.
If nothing helps, I would reach out to HubSpot technical support – included in your Professional subscription.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Could you first check if you've updated the property on the correct object? HubSpot has a Lead status property for contacts and one for companies. Is it possible that you've updated the contact one?
Next, I would check what happens in a company list. When you create a company list based on Lead status, can you see all values there?
For my own sanity, I would probably also check if the problem persists with a net new property, cloning it once and placing it in the record sidebar.
If nothing helps, I would reach out to HubSpot technical support – included in your Professional subscription.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer