Good way of managing leads pipeline?

[LHolmberg7]

Hi all,

I've yet to discover an effecient way of using the leads pipeline. 

Looking for help on this matter.

Current situation:

• Right now the automation rules for the leads pipeline is to enter all contacts who are MQL or SQL into the leads pipeline. 
• Since we use the setting to sync all contacts that belong to a company to the lifecycle cycle of the company, all contacts of that company (if MQL or SQL) gets added to the lead pipeline.
• This means that if we run a sequence on 200 contacts that are MQL or above, they will all be put in the lead pipeline. 
• One of the pain points is an inflated lead pipeline that has every person we try to talk with. It should be a more qualitative view that only holds low hanging fruit where we are actively engaged
• This means we need to find a way to create a higher entry criteria, but at the same time keep it somewhat automated (for example if a lead comes in via the website (i.e MQL). We don't want all contacts from a sequence, but we want contacts from the website. So how do we differentiate between them in the automation process?
• Sales want a qualitative pipeline that is easily manageable on a week to week basis where we might have a maximum of 50 leads per week or so. 
•  This means I have to find a way to keep entry criteria high, but still low enough so that it's somewhat automated.
  
  

Any ideas?

Best,
Linus

[chighsmith]

Hi @LHolmberg7,

Thank you for posting to the Community!

I understand that you are looking for advice on how to set up more selective and automated entry criteria for your HubSpot leads pipeline, so it contains only the most qualified, actively engaged leads without getting overwhelmed by every contact in a sequence, to keep the pipeline manageable for your sales team.

I'd like to tag in some of our Top Contributor to see if they have any tips on best practices here -- Hi @karstenkoehler @jolle @colinwitt Do any of you have any suggestions for @LHolmberg7?

Thank you!

Cassie, Community Manager