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Convergence a certified hubspot partner

How to Use Leads in HubSpot: new for 2024

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Tom Wengler

First off, let's briefly touch on what leads are. Leads are potential customers who have shown interest in your products or services. Managing these leads effectively can help you nurture relationships and eventually convert them into paying customers.

To get started with using leads in HubSpot, follow these simple steps.

Step 1: Login to your HubSpot account and navigate to "Contacts" or if your leads are "Companies" - go there. 

B2B: leads are companies

B2C: leads are contacts

Step 2: Click on the "Create a new lead" button to add a new lead to your database. Enter the lead's information.

Step 3: Assign a lead status to categorize the lead based on their level of interest or readiness. This can help you prioritize your follow-up efforts.

Step 4: Use HubSpot's lead scoring feature to assign a score to each lead based on their interactions with your website or emails. This can help you identify the most promising leads to focus on.

Step 5: Set up automated lead nurturing workflows to engage with leads at different stages of the sales funnel. This can include sending targeted emails, offering personalized content, or scheduling follow-up calls.  HubSpot Marketing Professional+ licenses are required for this. 

Step 6: Monitor and analyze the performance of your lead management efforts using HubSpot's reporting tools. This can help you identify areas for improvement and optimize your lead generation strategy. 

By effectively using leads in HubSpot, you can streamline your sales process, improve lead conversion rates, and ultimately grow your business. So why not give it a try and see the results for yourself?

In conclusion, mastering lead management in HubSpot is a valuable skill that can help you drive sales and achieve your business goals. 


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