Looking for tips on how to manage my deals and leads

[KGreen57]

Hi new to the sales process... looking for tips on how to manage leads vs. deals, were previously being managed in click up . How to automate for slow moving sales.   

[Ryan_Growffly]

Some practical tips/recommendations below from experience:

• Leads vs. Deals: Define each clearly and stay consistent, for example:
• Leads are new contacts who’ve shown interest but haven’t been qualified yet.
• Deals are confirmed sales opportunities that are actively being worked.
• Keep separate stages for each (e.g Leads: New > Contacted > Converted > Disqualified) and Deals (Discovery > Proposal > Won/Lost etc)
  
• Automate follow-ups: Set triggers for inactivity (e.g no activity in 14 days → send check-in email or create follow-up task).
  
• Re-engage slow deals: If a deal stalls, move it to a “Nurture” stage and enroll it in a re-engagement email flow.
• Track key metrics: Monitor conversion rates, deal velocity, time in stage to spot bottlenecks to optimise around

Happy to run through in more detail on call if needed 

[karstenkoehler · Accepted solution]

Hi @KGreen57,

HubSpot has free learning resources for this in the academy, I would recommend the following 🙂

• HubSpot Sales Hub Software Certification: https://academy.hubspot.com/courses/hubspot-sales-hub-software
• Lead Management Course: https://academy.hubspot.com/courses/lead-management
• Managing Deals in HubSpot: https://academy.hubspot.com/lessons/managing-deals-in-hubspot

Happy learning – let me know if you have any follow-up questions!