Quick summary
Changing the lifecycle stage in HubSpot CRM lets revenue teams accurately reflect where a company stands in the sales pipeline. You can update the stage for a single record via the Companies list view or bulk update multiple records at once using the inline edit toolbar.
Steps
- Navigate to CRM > Companies in your HubSpot account.
- Scroll right in the Companies list to reveal the lifecycle stage column.
- Click the dropdown menu in the lifecycle stage column and choose the new stage for the record.
- Click Save to confirm the lifecycle stage change.
- To bulk update multiple records, select the checkboxes next to each company you want to update.
- Choose Edit from the action bar that appears above the table.
- In the bulk edit view, locate the Lifecycle Stage property and select the updated stage.
- Return to the Companies page to verify the updated lifecycle stage is reflected for all selected records.
