Glossary
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Lifecycle Stages
What is a Lifecycle Stage in HubSpot?
Put simply, the Lifecycle Stage tracks where a contact or company sits in your marketing and sales process. Think of it as a tag that shows you how far someone has progressed in their journey from stranger to customer.
What are the Lifecycle Stages?
While you can create custom stages, HubSpot provides default stages that progress in this order:
Subscriber - Has signed up for your blog or newsletter,
Lead - Has converted through your website or other interaction,
Marketing Qualified Lead (MQL) - Qualified by marketing as sales-ready,
Sales Qualified Lead (SQL) - Vetted by sales as a potential customer,
Opportunity - Connected to an active deal,
Customer - Has at least one closed deal,
Evangelist - Customer who advocates for your business,
Other - Doesn't fit the above categories.
This system helps create a shared understanding of where leads are and manage handoffs between marketing and sales. It's also the primary way that whomso tracks space engagement.
Why do Lifecycle Stages matter?
whomso tracks space views differently for each lifecycle stage because the context is important.
For example: When a prospect views your deal room multiple times, those views are logged under their Opportunity stage. If they become a customer and view onboarding materials, these views are tracked separately.
This separation keeps data relevant - a customer success manager doesn't need to see how often someone viewed sales content from months ago, they only need to see engagement with current customer materials.
This is why whomso restarts tracking when a contact's lifecycle stage changes in HubSpot.