How do I create and manage Leads in HubSpot

HubSpot has a lead management object which you can use to easily manage your leads.

The HubSpot Leads Object is a great way to ensure that your leads are being easily managed and that your sales team are following your lead process.

Navigate to Settings > Objects
Click on the Leads tab and Click on "Start using leads"
Once this is activated, you will be able to set the lifecycle stage actions for the leads
You can then review the Lead Stages, these will represent which 'stage' the lead is in in respect to your sales team's engagement with the contact. These can be customised based on your process.
These stages fall into four categories:
These categories align with how you view the Lead on the contact record, they also facilitate key reporting metrics.
- Not started
- In Progress
- Qualified
- Disqualified
With the 'Qualification' stage, you can require the user to create a Deal automatically
With the 'Disqualification' stage, you can require the user to add a reason, you can also customise these reasons.