Our Step-By-Step Guide to Marking a Lead On HubSpot
Properly marking leads in HubSpot helps keep your CRM organised and ensures your marketing and sales teams are aligned. By updating the lead status, you can prioritise follow-ups and track your pipeline more effectively. Follow these simple steps to mark a lead as “Marketing Qualified.”
1. Select “Contacts”
Log in to your HubSpot account and navigate to the main dashboard. From the side menu, click on “Contacts” to view your contact list.
2. Click “Open”
Within the Contacts tab, locate the lead you want to update. Click “Open” next to their name to access their full profile.
3. Click on “Marketing Qualified”
On the lead’s profile page, look for the lead status section. Click on the dropdown menu and select “Marketing Qualified” to update their status.
Why It Matters
Marking a lead as “Marketing Qualified” on HubSpot ensures that only engaged and sales-ready leads are passed to your sales team.
This simple update enhances collaboration, improves lead tracking, and helps your team close deals faster. Start marking your leads today for a more streamlined workflow!