Tips, Tricks & Best Practices

Trekker
Member

SDR View?

I'm very familiar with the marketing side of Hubspot, but I'm wondering what the best practices are for views/lists for an SDR to see leads that come through. 

 

Process is basically SQLs come through to the SDR but where should that SDR look for the latest list of them? A view or a list? Or something else?

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Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

SDR View?

Hey @Trekker 

The best practice for views/lists for an SDR to see leads that come through in HubSpot is to use Saved Views and Lists.

 

You can qualify your leads by adding filters to create a Saved View that shows all contact records that meet the filter criteria here is an example video on HubSpot academy which you can follow: https://app.hubspot.com/academy/23956218/lessons/1013818/4545?language=en 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

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JyoteshG
Contributor

SDR View?

Optimizing lead visibility for SDRs is crucial for efficient prospecting. Here are some best practices-

Views vs. Lists:

Views: Great for quickly accessing leads based on specific criteria. Can be saved and shared, dynamically updating with new leads matching the criteria. Perfect for ongoing prospecting needs.

Lists: Static snapshots of leads at a specific point in time. Useful for exporting or targeting campaigns, but not ideal for ongoing prospecting due to lack of automatic updates.

SDR Specific Recommendations:

Create a "New Qualified Leads" View:

Use filters to show recently created leads with qualifying properties (e.g., industry, company size, title).
Sort by lead score or date created for priority order.
Save and share with your team for easy access.

Utilize Lifecycle Stage Views:

Create separate views for different stages (e.g., New, Contacted, Meeting Scheduled).
This helps track progress and focus on leads at the right stage.

Consider Territory-Based Views:

If you handle specific territories, create views filtered by location or other relevant criteria.

Explore Advanced Filters:

Use lead properties, activity data, and even custom filters to fine-tune your results.

Customize Dashboards:

Combine relevant views with charts and reports to get a holistic overview of your pipeline.

Additional Tips:

Leverage Smart Lists: These automatically update based on specific criteria, similar to views, but offer more flexibility for targeting campaigns.

Use Kanban Boards: Visualize your pipeline and drag leads between stages for better workflow management.

Integrate with Outreach Tools: Many tools connect with HubSpot, allowing you to manage outreach directly within the platform.

Consider Customizations: Consult with a HubSpot Solutions Partner for expert advice on complex workflow and view creation.

I hope it helps.

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