I would apprecite any insights that could be offered on how to appropriately structure leads and deals to work together in Hubspot
Our current stucture has MQls and Sales Soue=rced Leads to be set as Leads and Target Accounts. Once a lead is worked and qualified it gets a deal, in our eyes all deals must have a real quantifiable value.
From there we are struggling to decide how to structure deal flow, the pre-built setup isn’t quite optimal for this model, any thoughts?
Hey @Vhoust
for your description I’d think that the appropriate setup
is to use the lead object during the qualification process
and once the MQL/SQL is qualified
a new Deal is created in the Pipeline for the sales team to be involved.
What are the doubts or limitations that you are encountering?