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Track milestones that do not happen in order with a multiple checkboxes property

An agency's journey model had 25 stages, and only part of it was linear. One dropdown could not show a company that was renewing and expanding at the same time.

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Short answer

Lifecycle stage holds one value, so it cannot show a company that is both renewing and expanding. In an agency's portal I created a Multiple checkboxes company property with one option per milestone and backfilled it from evidence only: no box was checked just because a later stage had been reached. Every check traced back to native HubSpot data. When importing values, HubSpot's semicolon rules decide whether you append to or replace existing checks.

1. Why a checkbox, not another dropdown

The agency's customer journey had 25 stages. It was linear through the early phases, then later phases ran at the same time and some overlapped. A dropdown records only the latest stage. A multiple checkboxes property records every milestone reached.

2. Create it

Open properties, create a property, and pick Multiple checkboxes. In my demo:

Create new property with label Journey milestones and the field type list showing Multiple checkboxes selected
The label and generated internal name (1) and the Multiple checkboxes field type (2).

Give each option an internal name you will not need to change. Internal names cannot be edited after creation.

3. Backfill from evidence only

The rule we used: check a milestone only when native data proves it. Reaching a later stage did not check the earlier boxes automatically. That keeps the property honest for reporting, because each check can be traced to a deal, invoice, meeting, or date property.

4. Importing values

HubSpot's import rules for multiple checkboxes: values are separated by semicolons, the options must already exist, and a leading semicolon (;option1;option2) appends to existing values while no leading semicolon (option1;option2) replaces them.

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