topic Re: Looking for tips on how to manage my deals and leads in Tips, Tricks & Best Practices

Looking for tips on how to manage my deals and leads

KGreen57 — Fri, 07 Nov 2025 23:19:15 GMT

Hi new to the sales process... looking for tips on how to manage leads vs. deals, were previously being managed in click up . How to automate for slow moving sales.

Re: Looking for tips on how to manage my deals and leads

karstenkoehler — Sat, 08 Nov 2025 06:43:18 GMT

Hi @KGreen57,

HubSpot has free learning resources for this in the academy, I would recommend the following 🙂

HubSpot Sales Hub Software Certification: https://academy.hubspot.com/courses/hubspot-sales-hub-software
Lead Management Course: https://academy.hubspot.com/courses/lead-management
Managing Deals in HubSpot: https://academy.hubspot.com/lessons/managing-deals-in-hubspot

Happy learning – let me know if you have any follow-up questions!

Re: Looking for tips on how to manage my deals and leads

Ryan_Growffly — Tue, 11 Nov 2025 16:45:04 GMT

Some practical tips/recommendations below from experience:

Leads vs. Deals: Define each clearly and stay consistent, for example:

Leads are new contacts who’ve shown interest but haven’t been qualified yet.
Deals are confirmed sales opportunities that are actively being worked.
Keep separate stages for each (e.g Leads: New > Contacted > Converted > Disqualified) and Deals (Discovery > Proposal > Won/Lost etc)

Automate follow-ups: Set triggers for inactivity (e.g no activity in 14 days → send check-in email or create follow-up task).
Re-engage slow deals: If a deal stalls, move it to a “Nurture” stage and enroll it in a re-engagement email flow.
Track key metrics: Monitor conversion rates, deal velocity, time in stage to spot bottlenecks to optimise around

Happy to run through in more detail on call if needed