Setting up lead status in HubSpot is an essential step for tracking the progress of leads through your sales process. This blog post, part of my optimized HubSpot setup guide, will show you how to customize the lead status property to align with your specific sales process. By the end of this post, you'll understand how to modify this property to better manage your leads and streamline your sales workflow.
The lead status is a native HubSpot property designed to assist sales teams in tracking where a lead is in the sales process. It helps your team understand the current interaction stage with a lead, such as whether they have been contacted, are in negotiation, or are considered lost. Although HubSpot provides default values for lead status, it's crucial to customize them to fit your specific sales process. This ensures that the lead status accurately reflects your team's activities and interactions.
Customizing the lead status is vital because it helps in:
Accessing the Lead Status Property:
Finding and Editing Lead Status:
Customizing Lead Status Values:
Refer to your company's buyer journey to determine the specific lead status values you need. For instance, your statuses might include:
If your specific statuses are not available in the default list, you can add them as new options. To maintain consistency and avoid confusion, it's recommended to create new options rather than renaming existing ones. This is because the internal value of a property option in HubSpot is fixed and renaming could lead to inconsistencies.
Adding or Removing Lead Status Options:
Saving Your Changes:
While lead status can often be updated manually by your sales team, HubSpot also allows for automation through workflows (available in Professional and Enterprise tiers). These workflows can automatically update the lead status based on specific triggers, such as form submissions or email engagements. For instance, if a lead responds to a sales email, the lead status can be automatically updated from "Attempted to Contact" to "In Progress."
Setting up and customizing the lead status in HubSpot is a crucial step in managing your sales process effectively. By tailoring the lead status values to your specific needs, you ensure that your sales team has a clear and accurate picture of where each lead stands. This not only improves internal communication and coordination but also enhances your ability to report on and analyze your sales pipeline.
Stay tuned for more detailed posts in our HubSpot setup guide, where we will explore other key aspects of leveraging HubSpot to its full potential.