How to Use HubSpot’s NEW Leads Object
ฝัง
- เผยแพร่เมื่อ 24 ม.ค. 2024
- If you've been waiting for the Salesforce-like lead functionality in HubSpot, your time has come. If you have a Pro or Enterprise tier of Sales Hub, this video is your key to unlocking the full potential of the Leads object.
What does this mean? The new Leads object replaces the lead status property that lives on the contact record. Because it's a standalone object, and not a contingent field, your sales team can now use the Leads object to identify and prioritize sales-ready leads.
Need inspiration? Use automation tools to automatically create a Lead for anyone with an SQL lifecycle stage. Speed up lead follow up with the new Prospecting view to see past activity-and schedule future activity-in an easy-to-use sidebar. View the new Lead Funnel report to see an at-a-glance dashboard of progress, conversion and more!
In this video, your HubSpot Helper will review:
• the step-by-step process of implementing and utilizing Leads in your HubSpot settings
• the relationship between lead and lifecycle stage (they're not the same!)
• how Leads relate to other objects and fields
• why Leads is a stand-alone replacement for the Lead Status property
Prefer a written step-by-step guide to setting up the Leads object in HubSpot? We’ve got a doc full of screenshots just for that!
Download it here 👉 resources.kiwicreative.net/hu...
_____________
➡️ Ready to see what else HubSpot can do? Book a free 30-minute demo for a specific hub at:
• MARKETING HUB: kiwicreative.net/hubspot-demo-marketing
• SALES HUB: kiwicreative.net/hubspot-demo-sales
• SERVICE HUB: kiwicreative.net/hubspot-demo-service
• OPERATIONS HUB: kiwicreative.net/hubspot-demo-operations
• CMS HUB: kiwicreative.net/hubspot-demo-cms
_____________
🎦 About "Your HubSpot Helper"
Your HubSpot Helper is a TH-cam series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!
Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and CMS capabilities.
Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.
_____________
🥝 About Kiwi Creative
Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:
• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" TH-cam Series
_____________
🚀 Ready to transform your HubSpot experience? 🚀
Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week.
Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com
Great overview.
Emma, thank you for this video! This is a great new feature. This is better than Christmas morning! ;-)
Haha-did you ask Santa for the leads object this year? 🎅
@@KiwiCreativeInc I didn't but apparently he knows me better than I know myself. LOL.