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HubSpot - how to change lifecycle stage in hubspot



HubSpot - how to change lifecycle stage in hubspot: step-by-step guide

  1. Navigate to CRM>Companies.

  2. Scroll to the right to reveal the lifecycle stage column.

  3. Click the dropdown menu and choose the new lifecycle stage for the record.

  4. Click Save to confirm the change.

  5. You can also bulk update for multiple records:

  6. Select the checkboxes of the records you want to update the lifecycle stage for.

  7. Choose Edit from the bar above the table.

  8. In the bulk edit view, locate the Lifecycle Stage property and select the updated stage of the lifecycle.

  9. You can view the updated stage in the companies page.

Quick answer: To change the lifecycle stage in HubSpot, navigate to CRM, open Companies, scroll to the lifecycle stage column, select a new stage from the dropdown menu, and save. Alternatively, select multiple record checkboxes, click Edit, choose the updated stage in the bulk edit view, and view the updates on the companies page.

About this HubSpot tutorial

Update company lifecycle stages individually or in bulk within HubSpot by editing record properties in the CRM companies view and saving changes. This guide covers hubSpot - how to change lifecycle stage in hubspot in 9 steps, starting with "Navigate to CRM>Companies" and finishing with "You can view the updated stage in the companies page". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does hubSpot - how to change lifecycle stage in hubspot take?

9 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under HubSpot. Related guides: HubSpot - Change Marketing Contact Status, Hubspot - how to clean up hubspot contacts and HubSpot - How to Clone a Deal. Last reviewed 05 Oct 2026.

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