Tips, Tricks & Best Practices

awibb
Member

Explaining the Lead Object to sales team?

SOLVE

We're moving to using the Lead Object in the new year.

 

I'm trying to figure out the best way to explain it to the sales team. That after a Contact is made, they then need to create a Lead associated with that Contact and updates/activity are attached to the Lead object, not the Contact.

 

How are you explaining this to your sales team and how it is better for them?

1 Accepted solution
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Explaining the Lead Object to sales team?

SOLVE

Hi @awibb 

Here is a video about how and when to use the Lead object and the Prospecting workspace

 

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Explaining the Lead Object to sales team?

SOLVE

Hi @awibb 

Here is a video about how and when to use the Lead object and the Prospecting workspace

 

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

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Did my post help answer your question? Mark this as a solution.

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Gaurav_Aggarwal
Key Advisor | Partner
Key Advisor | Partner

Explaining the Lead Object to sales team?

SOLVE

Hey @awibb 

 

Kindly go through the videos shared below Here's an explanation of the Lead Object in HubSpot and how it can benefit your sales team: 

https://www.youtube.com/watch?v=ftlQZptfHgU 

https://www.youtube.com/watch?v=4oZD3Y3jFeg 

 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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