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Monday, November 19, 2018

How to Bulk Edit Contact Details in HubSpot Like Lifecycle Stages

Bulk editing allows you to update contact details for multiple contacts at once. This applies to any field within contact records. However, this post will illustrate using the lifecycle stage field. For instance, after qualifying contacts, you will wish to advance them to the next lifecycle stage and may need to manually update the records. 


  • In 'contacts', check the name(s) of the contacts. A new menu will appear directly above the list of contacts.
  • Select 'Edit'



  • Scroll through the various fields to 'lifecycle stage'. 

  • Select the lifecycle stage (like lead, prospect, opportunity, etc)



CONTENT RELATED TO CHANGING LIFECYCLE STAGES

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