How to track a lead if two persons working on same digital channel

[majidmec]

Hi,

How we can track and differentiate a lead in Hubspot if two persons from two different 'Google ads' accounts are running paid campaigns? Who would be the lead owner? 

Similarly, if two persons putting SEO efforts on a website and a lead come via form/call/email? who would be the owner of the lead? How to differentiate the owner using HUBSPOT?

[dianalcont · Accepted solution]

@majidmec are the folks that are running ads and contributing to SEO also working the sales side of the relationship?

A few thoughts here:

• use campaigns for attribution reporting
• contact owner doesn't mean that person gets credit for bringing in the lead

The way that I set things up for clients is to map contact owners by lifecycle stage because that is who is responsible for moving the contact further down the funnel into the next lifecycle stage.

NOTE: that does not mean it all has to be automated.

An example of this might look like this...

Subscriber and Lead: marketing team

MQL: marketing team until sales approves

SQL and Opportunity: sales team

Customer: sales or service team (sometimes this might be held by marketing)

Evangelist: marketing team

Other: whoever owned this contact prior to other lifecycle stage

Designate one person based on lifecycle stage/persona to be responsible for the contact. Then use attribution reporting to see who contributed to the conversion of the contact.

Here are helpful resources from hubspot on that: 

• https://blog.hubspot.com/marketing/attribution-reports-definition
• https://knowledge.hubspot.com/reports/create-multi-touch-contact-create-attribution-reports
• https://knowledge.hubspot.com/reports/create-a-multi-touch-revenue-attribution-report

There's even stuff in the academy for attribution reporting: https://academy.hubspot.com/lessons/hubspot-attribution-reports 

Hope this helps!

Diana