Update Date entered 'MQL' (Lifecycle stage pipeline)
SOLVE
Is it possible to pick own date entered 'XYZ' (lifecycle stage pipeline), effectively overwriting the system's default date?
We haven't been maintaining HubSpot properly, and I now want to clean it and set the date entered values for a number of contacts to track their progress from Lead to Customer. However, if I run them through all the stages now, it will record today's date for each conversion, and it won't be possible to see the duration spent at each stage.
Please suggest how to clean up our HubSpot data to set things right for an ongoing use. Thanks!
Unfortunately, these lifecycle stage date properties cannot be edited. You can create your own custom date properties an copy the values from the system properties over (via workflow, requiring a Professional subscription). This would give you a date property that can be edited, even when it already has a value. The default properties themselves are however read-only.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Unfortunately, these lifecycle stage date properties cannot be edited. You can create your own custom date properties an copy the values from the system properties over (via workflow, requiring a Professional subscription). This would give you a date property that can be edited, even when it already has a value. The default properties themselves are however read-only.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer