*Sales Prospecting Dashboard*
Where can I find a detailed tutorial on how to use all the features of the new Sales Prospecting Dashboard? There are a number of “overviews” but nothing that describes the possible step-by-step usage. Without that my Sales team are literally ignoring what should be a powerful tool for them!
I found this recording is a good starting point. I only skimmed through it myself and need to spend a bit more time understanding the tool and the Leads Object, which seems to have some implications and might cause confusion…
Hey! I think its always useful to have, especially some of our HubSpot Academy Certifications! If you are looking to learn more about Sales Hub I would highly recommend our HubSpot Sales Software Certification.
Hi Alex, I’ve been using Zapier to update HS Deal data from a Google sheet.
1. Will it be possible to do this directly in the future?
2. In what format should the dates be so that they are correctly saved in HubSpot?
3. How do I update a property that is a HubSpot user? Is it by the user’s name, email ID or then user ID?
Cheers,
Sid
The Prospecting page is great. I just have some questions/ comments:
1. Automation exists for current Stages, but if you add a new stage there isn’t an automation description next to the new stage, or a way to set it up from the Lead Object view. I’m assuming automation is still feasible with a workflow, it just wouldn’t have a description on the Lead Objects page (under Property Settings)?
2. How is the Lead Label (Hot / Warm / Cold) determined? Is there a way to automate this based on our current Lead Scoring setup (using custom properties on the contact level)?
3. There isn’t a way to create a new section within the stages. (Not started, In progress, Qualified, or Unqualified.) Where would contacts that get moved to Nurture go in this funnel? (i.e., where they are put into a DRIP Campaign and the Sales rep is not currently working them, so we want them out of their Prospecting view.)
4. How does a contact leave the Lead Pipeline? What happens when a deal becomes Closed Won?
5. It would be great to be able to view the Lead Object on the main Contact page. Currently, if you Edit the Column there isn’t an association checkbox for Contact → Lead.
One way to update lead labels (hot/warm/cold) is via a lead workflow. Enroll existing leads, and then use the set property action to change the label to whatever you’d like. Here’s a look at a simple flow I built that would do this:
Having just spend some time catching up with the prospecting workspace and the new Leads Object, my first impression is…
Full disclosure, I am not a sales person, so maybe I am just not the target audience. From an admin and data management point of view, I am a bit befuddled and am seeing more problems/challenges being created than solved - but happy to be proven wrong. So here some of my initial questions…
The prospecting tools is only available for paid Sales Pro & Ent seats. Will anyone with a paid seat get Prospecting access.
I couldn’t see anything about Prospecting in the Sales user permissions options. Does this mean it is an all or nothing access?
Will every user with the appropriate contact permissions see the “Leads” object in the right-hand sidebar, even if they don’t have a paid sales seat. I am asking this because seeing something like this - which is new, sounds familiar (lead as in contact lifecycle stage) but is something different and separate, that I then can’t see or access - will be loads of fun for admins of portals with 50+ users
Drilling into the Lead Object in the data model, this is showing a fair number of properties but there is no Lead object to be found in the properties setting dropdown. This all makes me assume the Lead Object is more of a “tag” (for lack of better word) rather than an actual self-contained and independent object (like a deal or company). If a log a note or schedule a task these get logged against the contact and company, but not against the Lead Object.
Then again we have the option to create Lead-based workflows - yeah for that. So it is an actual object, it just doesn’t get shown everywhere where all other objects are shown?
We then have lead stages within the lead object, which are very reminiscent of the good old Lead Status property.
I have worked with a fair few customers who during my time as a HubSpotter and now, who have the come up with custom lead status, workflows, etc. to build a process that works. Now it seems like we will have to start from scratch, or at least replicate a lot of that work, if we the prospecting feature is to be tested, or we simply ignore it.
If I want anything that happens in those lead stages to reflect back into the contact record - i.e. Lead Status, I need to create the appropriate automation from scratch.
Even though Prospecting requires me to define which contact becames a Lead Object, the feed still shows information on all the contacts I interact with, which I kinda a get but is also odd.
I did watch the Admin HUG recording from a few weeks back, and although I would agree that the prospecting experience wasn’t amazing, I am not sold on the new prospecting feature either. It does look good/new/interesting/better than the wee old contact record - if I could customise the record tab or embed charts, visual queues, etc. at object record level - i.e. Lead Status Progress bar, red flag if last contacted falls outside specified time period, etc. it would feel more beneficial to me, personally.
Right now this feels less like OMG this is the best thing since scliced bread and more like it will cause confusion and …
Not really a question about anything current, but I didn’t see anything on the roadmap for quotes or the product library. Are there any improvements planned for 2023 or 2024? Right now product search is lacking and so is the overall quotes system.
Hey @JacobD great question. Have you checked out Commerce Hub? There are some good features/resources there that might be of help. If that doesn’t help I can see about connecting with someone on the Product/Marketing team to get you an answer here. I am not sure what they have planned in terms of the roadmap.
MMS for SMS - when will that be rolling out? This is an essentail marketing function you can get with SAKARI and TRUMPIA, that will work through a wrokflow in HubSpot. However, reporting and tracking is still hit or miss when it comes to these campaigns. Is this on the roadmap?
@JStriker1 I would check with your CSM here. They should be able to track down the right person on the Marketing Hub side of things to get you some answers. Let me know if you aren’t sure who that is and I can get you connected.
