Post by account_disabled on Nov 26, 2023 15:14:00 GMT 10
For example, you can create a list that only shows contacts with the Marketing Qualified Contact MQL lifecycle stage. As soon as an MQL contact becomes a sales qualified lead SQL , it is removed from the list. static lists Static lists, on the other hand, are not updated when new contacts appear that meet the criteria. Instead, they provide you with a view of a group of contacts that meet certain criteria at a specific time. These lists don't change unless you manually add or remove contacts. Ideally, you should use active lists for your sales team so they have the most up-to-date information. Next, we'll talk about the HubSpot lists your sales team needs to streamline sales engagement. HubSpot lists to support your sales team . Contacts assigned to your sales representatives For marketers, one of the most important things to do when generating a new lead is to hand it off to sales for nurturing.
Unfortunately, this simple process is often overlooked and forgotten photo retouching resulting in leads sitting in the CRM for days, weeks, and in extreme cases, months before being captured. From a sales and revenue generation point of view, this is unacceptable. The leads you generate should reach the appropriate sales representative as soon as possible. Your sales team is a very valuable resource that should only be used to generate sales opportunities, not to manage leads in the CRM - that's what workflows are for. What can you do to make things easier for them? First, you can set up workflows in HubSpot that automatically assign leads specifically SQL to a lead owner.
This can be done on a rolling basis, meaning leads are divided equally among your sales reps, or you can assign specific lead owners to each lead. The second step is to create a "hot list" in HubSpot - these lists are automatically updated and contacts will join when they meet the criteria and leave the list when they no longer meet the criteria - for new leads generated. Using an active list, you can group contacts by lifecycle stage and lead owner, allowing a specific sales rep to see only the SQLs assigned to them. With this process, your salespeople will always be up to date with all the contacts that are their responsibility.
Unfortunately, this simple process is often overlooked and forgotten photo retouching resulting in leads sitting in the CRM for days, weeks, and in extreme cases, months before being captured. From a sales and revenue generation point of view, this is unacceptable. The leads you generate should reach the appropriate sales representative as soon as possible. Your sales team is a very valuable resource that should only be used to generate sales opportunities, not to manage leads in the CRM - that's what workflows are for. What can you do to make things easier for them? First, you can set up workflows in HubSpot that automatically assign leads specifically SQL to a lead owner.
This can be done on a rolling basis, meaning leads are divided equally among your sales reps, or you can assign specific lead owners to each lead. The second step is to create a "hot list" in HubSpot - these lists are automatically updated and contacts will join when they meet the criteria and leave the list when they no longer meet the criteria - for new leads generated. Using an active list, you can group contacts by lifecycle stage and lead owner, allowing a specific sales rep to see only the SQLs assigned to them. With this process, your salespeople will always be up to date with all the contacts that are their responsibility.