Prospecting in HubSpot, Part 1: Identifying Good-Fit Leads
Use HubSpot tools to identify good-fit leads.
Who is this for?
- BDRs/SDRs
- Sales Reps (Account Executive/Manager, Relationship Manager, etc.)
- Sales Managers
What you'll learn
- The learner will be able to define the prospecting workspace in HubSpot
- The learner will be able to manually and automatically add contacts to HubSpot.
- The learner will be able to define leads, including their relationship with other objects within the HubSpot CRM.
- The learner will be able to organize their leads.
- The learner will be able to add contacts into their CRM via Conversations.
Includes
26 min
Contact Management Inbound Sales Sales Enablement
Lesson description
There are two parts to any prospecting process. The most visible — and fun — part is when you're reaching out to potential customers. But, how do you know that you’re reaching out to the right people? When you spend time identifying good-fit leads, your job as a sales rep becomes easier. You have a better chance of engaging with prospects, earning their trust, and turning them into loyal customers. In this lesson, you'll learn how to add, organize, and view contacts and leads, so you’re able to identify good-fit prospects for your business.Watch preview
Instructors
Adriti Gulati
Adriti is an Inbound Professor focusing on all things customer service. Prior to HubSpot, Adriti worked at a non-profit educational program focusing on getting high school students into colleges and universities. She is passionate about ensuring education is accessible for all. Outside of work, Adriti can be found at your local Chinese restaurant, playing pickle ball, or hiking through southern California.
More like this
Why learn with Academy?
It's Free
It's personalized
It's global
Share this lesson
