This is a YouTube video titled "Edit Lifecycle Stages [HubSpot Update]" created on February 17, 2023, presenting a detailed walkthrough of new features allowing users to edit and customize lifecycle stages within HubSpot. The content features a dialogue between two speakers discussing the functionality, benefits, and cautions related to these updates for better business process alignment.
You can now edit your life cycle stages. Check this out. So here I am on the contacts page. I'm just gonna hit this settings gear.
And it'll take me to my contact settings because it's a dynamic button. Super helpful.
We now have this Life Cycle Stages tab and you can edit your Life Cycle stages. You can change their names, you can reorder them, you can delete them if they're empty.
Look, this one has 37 records in it, so I cannot delete it. We've got to move those first.
We can add new stages if we want. You can customize this to actually match the way your business works. And look, you've got some other options here too. You can decide what Lifecycle stage will.
Be used when a contractor company is created. You can decide what Lifecycle stage will.
Be used when a deal is created.
You can decide what Lifecycle stage will be used if a deal is one.
You can turn each of these off if you don't like them. You can make Lifecycle Stages sync. You. You can do a lot of things here. And that's not all. Look, if we go over to Lead Capture and look at forms, there's a new setting where for each form, you can decide what leaves Life cycle status.
It'll. It'll use.
And so, you know, by default we're using lead here, but maybe this particular form, it's a. It's a request contact from Salesforce and we want to make them an opportunity or a qualified lead or something.
You can do that.
This is now out. You have it and I want you to love it. Now, this is not an uncontroversial change. Some of you out there, I know.
Are worried that this is the.
This is the one.
HubSpot has gone too far and now.
People are going to destroy their HubSpot.
Accounts with nonsensical life Cycle stages.
But let me just reassure you as a person who has shared that worry, that we're not seeing that we have.
Been gradually rolling this out for a year now. We've been taking a very careful approach.
And the vast majority of customers who have used this feature have used it.
To either change the names of stages.
Or, or to add maybe one stage.
Or to remove like the other stage, because who even uses that?
And we've also seen historically, like using our best judgment, trying to measure this, something crazy like 40% of HubSpot portals had some sort of custom property doing.
Lifecycle stage sorts of things.
We were clearly not supporting your needs as our customers. And so now we've given you this ability. And I encourage you to don't go crazy. Don't do anything wild with this. But if the names don't make sense to your team, if you have an internal lingo that doesn't match with the lingo there, by all means, update them. If you don't need that other stage or that evangelist stage, get rid of it. If there's one life cycle stage, it would just mean the world to you to add it.
Put it in there.
You now can this is now live. I want you to check it out. I want you to be brave but cautious. All right? Let me know what you think. Let me know if you have any questions, and let me know what life.
Cycle stage you are so excited to now have.
