Sales Hub Tools

JorgP
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Leads object in Hubspot

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Hi Hubspot Community! 

We specialize in real sector, where normally, salesmen should be active to develope the customer, so they make customer acquisition starting from cold lead, when they know only the brand, not even the company name. 

In other CRM, salasmanager would create a Lead or Opportunity, which after salesman contact -SQM - sales qualified lead - would go to companies and open deal or closed as not our customer.  

we don't find the Lead object in Hubspot, so there is a question, how to build the process. 

 

For example - our customer is the Supplier of kitchen equipment  to Fast Foods. The salesmanager found fastfood network  "Tasty Chicken" and salesmanager wants to assign this lead to his salesmen Charly P. 

What actions should Salesmanager do in Hubspot, which object to use? 

 

Thank you for your attention and inputs!

Have a great day! 

Juri

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1 Soluciones aceptada
Jnix284
Solución
HubSpot Employee
HubSpot Employee

Leads object in Hubspot

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Hi @JorgP there are two options in HubSpot -

 

the first would be to use Target Accounts for ABM, this would allow you to track information at the Company level before you have contact information.

 

the second would be to use the Prosepecting workspace, this is where you can access leads - it's important to note that leads behave differently in HubSpot than Salesforce, you can have one or more leads associated to the same contact - this is the best overview of the leads object in HubSpot.


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon

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3 Respuestas 3
Jnix284
Solución
HubSpot Employee
HubSpot Employee

Leads object in Hubspot

resolver

Hi @JorgP there are two options in HubSpot -

 

the first would be to use Target Accounts for ABM, this would allow you to track information at the Company level before you have contact information.

 

the second would be to use the Prosepecting workspace, this is where you can access leads - it's important to note that leads behave differently in HubSpot than Salesforce, you can have one or more leads associated to the same contact - this is the best overview of the leads object in HubSpot.


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon
JorgP
Miembro

Leads object in Hubspot

resolver

Hi @Jnix284 ,

 

Thanks a lot for your feedback and useful links! 

I've got my homework. ))

 

Have a great Week End! 

Juri 

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Jnix284
HubSpot Employee
HubSpot Employee

Leads object in Hubspot

resolver

you're welcome @JorgP happy to help!


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon