Jan 24, 2020 6:50 AM
Our company receives receives between 50 - 100 inquiries a month for which we will supply them with a budgetary proposal. We currently record this information into a excel spreadsheet known as the "Quote Tracker". We do not want to add all of the inquiries into HubSpot as contacts and then create a "deal" in order to track the follow ups. Our current process would be: enter the quote info into Excel, set reminder in Outlook to follow up, follow up, if they are viable lead that we may get repeat business from then we will add them to HubSpot. Is there any tool or capability of HubSpot that we are not utlizing?????