Adding leads on HubSpot
1. Add New Leads as Contacts on HubSpot:
- Ensure all new leads are recorded as contacts on HubSpot with the following essential information:
o Full Name
o Email address (preferably the most recent work email)
o Company Name
o Phone or mobile number
o Website link
- Utilize the provided link for guidance on setting up Contacts on HubSpot
2. Assign the Right Contact Owner:
- Confirm that the new contact is assigned to the appropriate contact owner
3. Update Life Cycle Stage:
- Set the Life Cycle Stage as "Lead" for new contacts. Change to "Customer" if the contact signs up for a subscription
4. Effective “Lead/Contact“ Management by Sales Team:
- Proactively manage contacts by:
o Updating information when necessary
o Adding missing information
o Merging contacts when needed
o Deleting test or unqualified leads to maintain list accuracy and integrity
▪ Add or Remove Contacts from a List
▪ HubSpot's Default Contact Properties
▪ Choose Your Workflow Actions
These guidelines aim to streamline the process of capturing and managing new leads on HubSpot, ensuring data accuracy and facilitating effective communication within the sales team.