Explaining the Lead Object to sales team?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

We’re moving to using the Lead Object in the new year.

I’m trying to figure out the best way to explain it to the sales team. That after a Contact is made, they then need to create a Lead associated with that Contact and updates/activity are attached to the Lead object, not the Contact.

How are you explaining this to your sales team and how it is better for them?

2

Hey @awibb

Kindly go through the videos shared below Here’s an explanation of the Lead Object in HubSpot and how it can benefit your sales team:

3

Hi @awibb

Here is a video about how and when to use the Lead object and the Prospecting workspace

Hope this helps