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Guide to use the Lifecycle Stage on Hubspot

Guide to use the Lifecycle Stage on Hubspot​

Using Hubspot's “lifecycle stage” menu allows you to classify the contacts based on the stage of the life cycle they are in in the marketing and sales processes. The update of the lifecycle stage allows the team to determine where a specific contact is in the processes and to better understand how the leads are transferred between marketing and sales.

What are the stages of the life cycle we need to use?

  • MQL: Marketing Qualified Lead: a contact that the marketing team has qualified as ready for the sales team. (Reported by ANGELA)
  • SQL: Sales Qualified Lead: a contact that the sales team has qualified as a potential customer and with whom they have set up a call (TEAM SALES & MARKETING)
  • Opportunity: a contact associated with an agreement (eg: a proposal has been sent)
  • Customer: a contact with at least one closed deal
  • Off target: a contact not commercially interesting

Where is it?

In the left menu, once clicked on the contact in question as shown in the attached image