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CRM Stages

HubSpot categorizes leads and customers into different lifecycle stages to help businesses track their journey from first interaction to conversion. These stages allow you to align marketing and sales efforts based on a contact's engagement and intent.

CRM Stage Table

Understanding Each Stage

Subscriber

  • What: Early-stage contacts who have signed up for emails, newsletters, or blog content but haven’t shown intent to buy.
  • Action: Keep them engaged with educational content, blog updates, and helpful insights to build trust and awareness.

Lead

  • What: A contact who has taken an action beyond subscribing, such as downloading a resource or signing up for a webinar.
  • Action: Track interactions and start introducing product-related content to gauge interest.

Marketing Qualified Lead (MQL)

  • What: A lead that has interacted with your brand multiple times and fits your ideal customer profile but isn’t ready for sales yet.
  • Action: Use lead scoring to determine interest level and nurture with targeted content to move them further down the funnel.

Sales Qualified Lead (SQL)​

  • What: A lead that has indicated buying intent, such as requesting a demo or engaging with pricing pages.
  • Action: The sales team should reach out, qualify further, and offer direct assistance in the decision-making process.

Opportunity

  • What: A contact actively engaged in a sales conversation, often at the proposal or negotiation stage.
  • Action: Sales teams should focus on overcoming objections, demonstrating value, and moving the prospect toward closing.

Customer

  • What: A contact who has successfully made a purchase.
  • Action: Provide excellent onboarding, offer customer support, and continue nurturing with upsells and retention strategies.

Evangelist

  • What: A happy, loyal customer who actively refers others and advocates for your brand.
  • Action: Encourage referrals, feature them in case studies, and engage them in loyalty programs to maximize word-of-mouth marketing.

Other

  • What: Contacts that don’t fit into standard lifecycle stages, such as partners, competitors, or vendors.
  • Action: Keep them in your CRM for reference but exclude them from marketing or sales efforts.

Filter Accounts based on CRM Stage​

Step 1: Click Filters dropdown and type in the search bar Lifecycle Stage and click.

Filter

Step 2: Add conditions based on your preference. Then click apply to save filter.

Condition

Step 3: Use the horizontal scroll bar in the table to navigate through the table and move it in the right to get the view of the CRM Stages

Filtered Table