⭐️ UPDATE - 27/06/2024 ⭐️ You can now use automation to create a Lead Record using the Contact Object as a trigger. This way you can carry all the necessary information over without lifting a finger! You can also use automation to recreate a lead after said lead has been disqualified for a set amount of days.
Join Brie and Trav for an engaging session where you'll discover how to unlock the full potential of HubSpot's Prospecting Space in 2024. Learn best practices, gain actionable insights, and elevate your sales game with the expertise of HubSpot's dynamic features.
Don't miss this one if you want to:
→ Discover how to navigate HubSpot to get an overview of all your prospecting activities, including tasks and meeting schedules.
→ Learn to view and complete tasks efficiently, and how to switch views to manage your workload better.
→ Understand how to use HubSpot's scheduling tools to plan your workload and avoid conflicts.
→ Find out how to track and manage task reminders in your active sequences, keeping your prospecting efforts on track.
→ Explore how to utilise automatically generated suggestions to better organise your day and enhance productivity.
_____________
🎬 Video Chapters:
[00:00:00]: Welcome and Introduction
[00:00:09]: Topic Overview: Prospecting Space
[00:01:11]: Housekeeping and Upcoming HUGs
[00:02:06]: History of Lead Status in HubSpot
[00:08:00]: Prospecting Space Features Overview
[00:18:00]: Practical Use Cases and Examples
[00:25:50]: Old vs. New Lead Management Methods
[00:33:01]: Lifecycle Stages and the Prospecting Space
[00:49:55]: Setting Up Prospecting Space and Final Thoughts
Did you have any questions, comments or any feedback? Reach out via the link below! www.nbh.co/contact
_____________
🔗 Links
Grab your ticket for our next HUG about the Help Desk in the platform! 👇🏽
events.hubspot.com/events/det...
_____________
👋🏼 Follow Us
Neighbourhood Website: www.nbh.co/
Facebook: nbhcoaus
Instagram: nbh.co
Linkedin: / 6584027
KZfaq: / @nbhco
#hubspot #hubspotcrm #hubspotcms