AllenHelms

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Allen Helms

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Dadams on November 30, 2021

Upcoming: Customized lifecycle stages for contacts and companies

Beginning on March 31, 2022, users will be able to customize the lifecycle stages for their contacts and companies. What's changing? The lifecycle stage ( lifecyclestage ) property currently uses a set of options that cannot be modified by t read more

Reply Discussion Announcement

11 upvotes

32 Replies

AllenHelms

Contributor | Diamond Partner

December 01, 2022

This is one of the most exciting new features that has been made available for HubSpot users in a long time. We always got so many questions about ho...read more

Solved

MrBean on October 05, 2022

~Custom lifecycle stages~ do or don't?

Anyone wanna brag about their best practices about using Custom Lifecycle stages? Or be a rebel and argue against them? Doing some CRM restructuring and wonder what the vast Hubspot Community thinks about this new feature. Cheers. happy p read more

Reply Discussion Enterprise Free Professional Starter

3 upvotes

7 Replies

AllenHelms

Contributor | Diamond Partner

December 01, 2022

We love the ability to finally change the Lifecycle stages to actually fit the model of each different business and the various customer journeys the...read more

AllenHelms on October 07, 2022

How to best to implement the new Custom Lifecycle Stages?

Hey fellow HubSpot Admins - with the wonderful news that our man @KyleJepson shared with us last week about the new Custom Lifecycle Stages , I was wondering how you folks have been using them? We have been mapping Lead Statuses to Lifecyc read more

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2 upvotes

3 Replies

AllenHelms

Contributor | Diamond Partner

October 23, 2022

Excellent suggestion @Jonno_Price ! Thanks for responding in such detail. We have been playing around with the use of a "Recycle" stage that i...read more

AllenHelms on October 07, 2022

How to best to implement the new Custom Lifecycle Stages?

Reply Discussion Announcement

2 upvotes

3 Replies

AllenHelms

Contributor | Diamond Partner

October 23, 2022

Excellent suggestion @Jonno_Price ! Thanks for responding in such detail. We have been playing around with the use of a "Recycle" stage that i...read more

KyleJepson on September 19, 2022

New to the HubSpot Admins HUG? Introduce yourself here ‌⬇️‌

One of the best ways to learn about HubSpot is by implementing strategies and sharing ideas with other HubSpot Admins, just like you. That’s why we’re so excited to create this community of HubSpot Admins to learn and grow better together! read more

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5 upvotes

15 Replies

AllenHelms

Contributor | Diamond Partner

September 22, 2022

Kyle - it's been a minutes since we've talked, but can't thank you enough for the vital role you play in educating everyone about the new features an...read more

Solved

hs-user on September 13, 2022

Skipping the Lead stage and create directly an Opportunity?

Hi Everyone, We are currently using a classic lead management process and funnel. We generate Leads than marketing qualifies (MQL), then Sales qualify them (SQL) and then Sales could create an Opportunity. This works well for Leads that came read more

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1 upvote

3 Replies

AllenHelms

Contributor | Diamond Partner

September 22, 2022

@hs-user I think it's a great approach for 3 reasons: 1. You need to use the CRM in a way that makes sense for the sales people in your organ...read more

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