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Hubspot Lead Statuses - some friendly advice, best ...
revio.agency
Quoted on this wiki
Every place a page here uses this source, in the order the words come in it.
Dead Opportunity “Accounts where a deal falls through, but could have happened, should live in this section and be "re-prospected" from time to time.” Bad Fit
Bad Fit “Don't waste time on these prospects – maybe add them to an email sequence as a final good bye.” Current Customer
I've audited and worked with numerous Hubspot accounts and come across over complicated processes and poorly implemented Hubspot systems. A few pointers for various scenarios on what not to do, and suggested solutions. “Get the sales department and marketing team together and work as a team to define the lead statuses.” A. Don't Create More Lead Statuses than Necessary
Don't Abuse Lead Statuses. It's easy to get carried away and create too many lead statuses. Often this is the contact property that becomes the default for all situations. For example, on some occasions I have seen over 30 lead statuses. “Sounds ok, but you can see how the lead statuses could grow very quickly, every time new leads were imported or required to be segmented by campaign.” In this situation, it is much better to create a new custom text field to represent the campaign, say 'CAMPAIGN NAME'. Give it the value 'HIGH VALUE JAN 2020'. You can then filter on the custom field, add it as a column in your contacts view and off you go with your call task queues!
I've audited and worked with numerous Hubspot accounts and come across over complicated processes and poorly implemented Hubspot systems. A few pointers for various scenarios on what not to do, and suggested solutions. “Get the sales department and marketing team together and work as a team to define the lead statuses.” A. Don't Create More Lead Statuses than Necessary
Setting up and defining your lead statuses for an organisation is one of the most important tasks to get right and requires some thought. Get the sales department and marketing team together and work as a team to define the lead statuses. Before I recommend how to customise your lead statuses, here are a few guidelines, DO's and DONT's to get you started. “A. Don't Create More Lead Statuses than Necessary” Don't Abuse Lead Statuses. It's easy to get carried away and create too many lead statuses. Often this is the contact property that becomes the default for all situations. For example, on some occasions I have seen over 30 lead statuses.
A. Don't Create More Lead Statuses than Necessary “Often this is the contact property that becomes the default for all situations.” A real life Scenario: A company were using lead statuses to represent a new campaign, in this case created a lead status called 'New 2020' which represented 'high value' leads which were imported into the system for a new campaign. Of course they needed to be differentiated from the existing leads, when filtering and adding contacts to task queues. So they had created a new lead status called 'SALES NEW 2020'. Sounds ok, but you can see how the lead statuses could grow very quickly, every time new leads were imported or required to be segmented by campaign. It would get cumbersome with a huge 'lead status' drop down list!
Don't Abuse Lead Statuses. It's easy to get carried away and create too many lead statuses. Often this is the contact property that becomes the default for all situations. For example, on some occasions I have seen over 30 lead statuses. “A real life Scenario: A company were using lead statuses to represent a new campaign, in this case created a lead status called 'New 2020' which represented 'high value' leads which were imported into the system for a new campaign.” In this situation, it is much better to create a new custom text field to represent the campaign, say 'CAMPAIGN NAME'. Give it the value 'HIGH VALUE JAN 2020'. You can then filter on the custom field, add it as a column in your contacts view and off you go with your call task queues!
You really need a Hubspot administrator to manage day to day issues with Hubspot. They need to be Hubspot trained and preferably be certified in Hubspot. This role would centrally approve changes to processes, add and modify custom fields, add workflows, update the Hubspot definition document and inform all Hubspot users of future changes and how they will affect the sales and marketing team. It's ok to have an admin person from sales and marketing to work together. “Put simply, the Lead Status is used for indicating what's next for the sales rep for this contact, rather than who the contact is, or what the contact has done on the website.” According to HubSpot Academy's page about lead status, "The default options for the Lead Status property are New, Open, In Progress, Open Deal, and Unqualified, but this property can be customized to work with your sales team and process."
Don't Abuse Lead Statuses. It's easy to get carried away and create too many lead statuses. Often this is the contact property that becomes the default for all situations. For example, on some occasions I have seen over 30 lead statuses. “Sounds ok, but you can see how the lead statuses could grow very quickly, every time new leads were imported or required to be segmented by campaign.” In this situation, it is much better to create a new custom text field to represent the campaign, say 'CAMPAIGN NAME'. Give it the value 'HIGH VALUE JAN 2020'. You can then filter on the custom field, add it as a column in your contacts view and off you go with your call task queues!