Stop the presses-you can now customize lifecycle stage names within all HubSpot portals!
What does that mean? Instead of being stuck using the default values (Subscriber | Lead | MQL | SQL | Opportunity | Customer | Evangelist | Other), you can create your own lifecycle stages and name them whatever you want.
Need inspiration? Why not try adding a lifecycle stage for vendors or partners or anything else that would be helpful in your sales and marketing process.
In this video, your HubSpot Helper will review:
• important items to consider before you alter existing lifecycle names
• how to customize lifecycle stages within HubSpot without messing up your existing data
Need help getting started? We’ve got a step-by-step guide with a bonus editable Google Doc you can use if you're ready to customizing your own stages!
Download it here 👉 resources.kiwi...
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🎦 About "Your HubSpot Helper"
Your HubSpot Helper is a KZfaq series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!
Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.
Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.
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🥝 About Kiwi Creative
Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:
• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" KZfaq Series
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