HubSpot is a powerful tool for businesses of all sizes worldwide, renowned for its efficient data management and user-friendly interface. In this brief blog, we’ll explore how to change lead status in HubSpot, a crucial feature for managing sales pipelines.
What is Lead Status?
Lead status is a default property within HubSpot’s CRM system, used by companies to track the current status of leads or prospects.
Changing Lead Status for a Single Contact
To update the lead status for a single contact, follow these steps:
- Access the Contact Tab: Navigate to the contact tab and click on the “Contact” you want to update.
- Locate Lead Status: In the left menu bar, find the “Lead Status” property.
- Update Lead Status: Choose from the default options or update the lead status option (see below for customizing lead status options).
Customizing Lead Status Options
To update lead status options, follow these steps:
- Access Settings: Click on the settings icon at the top and select “Properties” within the Data Management section.
- Search for Lead Status: Find the “Lead Status” property and click on it.
- Edit and Update: Customize the field as needed and save your changes.
Changing Lead Status for Multiple Contacts
To update lead status for multiple contacts, follow these steps:
- Access the Contact Tab: Navigate to the contact tab and select the contacts/leads you want to update (using filters or manual selection).
- Edit Button: Click on the edit button as shown in the screenshot.
- Search for Lead Status: Find the “Lead Status” property and select it.
- Update Lead Status: Choose the desired lead status and update.
By following these simple steps, you can efficiently manage lead status in HubSpot, streamlining your sales pipeline and enhancing your business operations.
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