Gather all my leads and SQL for 2018

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Hi! 

This might be a "no-brainer" question, but here goes anyway: I want to create a list with all the leads that our inbound strategy have generated in 2018. Is the contact property "became a lead date" the best way to do that?

I just want to be able to say to my boss that "in 2018 our inbound strategy has provided us with XX leads in 2018". Smiley Very Happy

And of course I want to do the same thing with SQL:s. 

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Esteemed Advisor | Diamond Partner

Hi @PetterNilsson

 

This depends a little bit on internal thinking and definitions but a common approach would be to use 'original source is not offline sources' and 'became a lead date is known' to exclude leads entered manually or by other systems. 

 

You can use a similar approach to the SQLs, but the count of leads will include your SQLs too of course, at least the ones that passed through both stages. 


Hope this helps.


Did my post help answer your query? Help the Community by marking it as a solution.

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

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Esteemed Advisor | Diamond Partner

Hi @PetterNilsson

 

This depends a little bit on internal thinking and definitions but a common approach would be to use 'original source is not offline sources' and 'became a lead date is known' to exclude leads entered manually or by other systems. 

 

You can use a similar approach to the SQLs, but the count of leads will include your SQLs too of course, at least the ones that passed through both stages. 


Hope this helps.


Did my post help answer your query? Help the Community by marking it as a solution.

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

New Contributor

Excellent, thank you very much for your input! 

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