Record New Leads

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.