I was wondering if anybody has a best practices for using Leads for SDRs? We are starting to use it and as the first SDRs join our company we are realising how it really should be used. We currently have it where all inbound leads are created as a lead and the team know to go after them. In terms of outbound we currently have CEO/Head of Sales and a Sales Rep creating outbound leads, so we don;t automatically create leads for outbound as all these different roles are adding random non-leads daily. We also use Apollo as a lead gen tool.
I am thinking maybe I create workflows for the new SDRs that if LEad Source is Apollo and Owner is any of [SDRs Names] then create a Lead automatically otherwise dont create a lead. Apologies for the confusing message, I'm currently learning the new Lead tool whilst working for a start up with multiple different roles using it, therefore I think we've over-complicated it now.
I'd recommend clearly defining when a contact moves from a "Lead" to an "MQL" or "SQL" based on interactions like content downloads, form submissions, or page views. Using HubSpot workflows can help automate these status changes smoothly. Also, creating separate views or lists segmented by lead status helps your sales team prioritize outreach effectively.
I'd recommend clearly defining when a contact moves from a "Lead" to an "MQL" or "SQL" based on interactions like content downloads, form submissions, or page views. Using HubSpot workflows can help automate these status changes smoothly. Also, creating separate views or lists segmented by lead status helps your sales team prioritize outreach effectively.
