Simplify Sales with HubSpot’s New Leads Tool
ฝัง
- เผยแพร่เมื่อ 28 มิ.ย. 2024
- NEW! Dig into the updated leads tool from HubSpot - a more efficient and clear way to manage your leads in the HubSpot platform. Join the free HubSpot Hacks newsletter: hubs.ly/Q016Xfn-0 In this video we'll unravel the capabilities of new features like HubSpot lead stages, lead profiles, and automations that simplify your processes.
In this video we’ll cover:
- Edit lead stages in HubSpot
- HubSpot lead stage advancement automation
- Automatically creating leads in HubSpot based on lifecycle stages
00:00 Introduction
00:49 Get to HubSpot's New Leads Tool in Your Portal
01:39 Creating a Lead in HubSpot
03:14 Schedule Activities with Leads in HubSpot
03:40 Viewing Lead Profiles in HubSpot
04:55 Lead Stage Automations in HubSpot
06:54 Setting Up Automations for Leads in HubSpot
07:56 Edit Lead Stages in HubSpot
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly TH-cam series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke ( / alischwanke )
🙎🏼♂️ Tyler Sprunk ( / getsprunk )
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Hey guys, I'd love to see a video on using Leads vs Deals. Obviously it would vary between businesses.. But for example would a 'product demo booked' be the trigger to create a deal? Or when the lead has been identitied as qualified to buy, as in, they're doing something and comparing products or services right now, then that would be a deal? Would love to see examples or hear from others..
This is an excellent recommendation. We'll share with the team! You may also find this article to be helpful as it also shares how we think about deal stages overall - blog.simplestrat.com/hubspot-deal-stages-7-keys-to-success
Hi! Thanks for the great summary. I have two questions:
1. Do I still need the Lead Status field? I have this on my contact in addition, but it doesn't correspond with the new Lead Status in the Prospecting Hub.
2. In your video about the lifecycle stages (with the fancy graphics), you mentioned that MQL includes the Lead Status "New" and "Attempted to Contact" and SQL includes "Connected" and "Qualified." However, here you show that only the SQL should be recorded as Lead / Prospect. What are your thoughts on this?
Best regards,
Mike
Question: in your opinion this is a uesful tool despite the fact that it has no kanban view to manage the leads pipeline? How do you suggest to handle it without the Kanban view?
Thanks!
Hi! Thanks for the overview- do you know if the Lead stages in this new tool are the same as the Contact Property Lead Stage? Wondering how to program the automation when you decide to add a new lead stage.
Thanks for checking out HubSpot Hacks! They seem to be a little different than HubSpot's Lead Status property, and they have the additional feature of "substages." Here is the knowledge base article: knowledge.hubspot.com/prospecting/set-up-leads
I hope this helps!
Hey team - One thing, everytime I add a contect it creates a new lead. Any thoughts? Workarounds?
Hi there - check your lead settings and see which lifecycle stages are used to create leads and make sure it's only the lifecycle stages you want. Then check your contact settings and see what your default lifecycle stage is. Hopefully, this helps!
What about if I have over 2,000 leads that I want to pursue - is that something you feel would be manageable through this interface?
Thanks for checking out HubSpot Hacks! That is a lot of leads to manage and stay on top of for one person, the tool can definitely handle it!
Hey! Every time I import leads, it creates new leads for leads I've already disqualified within the last 30 days. Any thoughts on how to prevent this and have it keep bringing in new leads?
Hey there! You should check the settings for how Leads are being created by an updated Lifecycle stage. If you are upgrading and then downgrading stages, it could be recreating them.
I don't have a leads tab between Summary and Schedule
You need to sign up for the Leads in Prospecting Beta
Hi there - Seems like you aleady answered your own question! If you need help signing up for the beta you can reference this HubSpot Hack: th-cam.com/video/TxUhNnMM0QE/w-d-xo.html
Happy HubSpotting!
Can you send a lead to someone else?
Hi Lindsay! Lead ownership revolves around contact ownership. To change the owner of a lead you need to change the owner of the contact associated to the lead. This will only change the lead owner for open leads. I hope this helps!
For some reason, I am unable to find a few of my contacts as lead in that add lead screen (I can add some of them). Any idea what could be the reason?
Hi there - It's likely because you aren't the contact owner of those contacts. We recommend checking that first. We hope this helps! Happy HubSpotting!
Yes that was exactly the reason. Thank you 😊