Sales Hub Tools

JCariglia
Participant

Increase Sales Pipeline

SOLVE

What is the best filter to keep track of Sales Prospecting Pipeline Status?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Increase Sales Pipeline

SOLVE

Hi @JCariglia,

 

This depends on how you're using the tool. If you're sales team is for example maintaining the Lead status property, for example, a filtered view for the contact index page (Menu > Contacts > Contacts) is a great option. Alternatively, you can also create lists for each Lead status.

 

Reporting options are unfortunately limited in the free CRM. For access to more sophisticated reporting, a Professional subscription is needed.

 

Another way to track prospecting status would be via Lifecycle stage (e.g. Lead) and some of the contact properties that HubSpot is maintaining automatically:

 

  • Last activity date: the last date and time a note, call, tracked sales email, meeting, task, or chat was logged on the contact's record. This is set automatically by HubSpot based on the most recent date/time set for an activity. For example, if a user logs a call and indicates that it occurred the day before, the Last activity date property will show yesterday's date.
  • Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. This is set automatically by HubSpot based on the latest date of the activities in the record. For example, the Last contacted property in the record will show yesterday's date when a user logs a call that occurred the day before.
  • Number of times contacted: the total number of times the contact received a sales email, received a call, or had a chat conversation.

These can be used to create lists and filtered views.

 

Overall, however, it depends on your process and what exactly you're looking for. If you have more detail, feel free to share, happy to elaborate.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Increase Sales Pipeline

SOLVE

Hi @JCariglia,

 

This depends on how you're using the tool. If you're sales team is for example maintaining the Lead status property, for example, a filtered view for the contact index page (Menu > Contacts > Contacts) is a great option. Alternatively, you can also create lists for each Lead status.

 

Reporting options are unfortunately limited in the free CRM. For access to more sophisticated reporting, a Professional subscription is needed.

 

Another way to track prospecting status would be via Lifecycle stage (e.g. Lead) and some of the contact properties that HubSpot is maintaining automatically:

 

  • Last activity date: the last date and time a note, call, tracked sales email, meeting, task, or chat was logged on the contact's record. This is set automatically by HubSpot based on the most recent date/time set for an activity. For example, if a user logs a call and indicates that it occurred the day before, the Last activity date property will show yesterday's date.
  • Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. This is set automatically by HubSpot based on the latest date of the activities in the record. For example, the Last contacted property in the record will show yesterday's date when a user logs a call that occurred the day before.
  • Number of times contacted: the total number of times the contact received a sales email, received a call, or had a chat conversation.

These can be used to create lists and filtered views.

 

Overall, however, it depends on your process and what exactly you're looking for. If you have more detail, feel free to share, happy to elaborate.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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