Process

The concept

Process

 

Lead Status is one of the most underutilised properties in HubSpot, and yet is one of the most useful.
Use it to tag a contact as you take action to move it to the next stage in the life cycle.
You can customise the stages to fit your own sales process too.

  • How do you know when people ‘drop out’ of the sales process?
  • How will you track all leads are being worked effectively?
  • Write down the various elements of your sales process - e.g. 1st email, outreach on LinkedIn, 1st phone call - and turn this into ‘Lead Status’

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