Assign Leads to Sales by Territory | Strategic HubSpot Tutorial

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  • Опубликовано: 7 фев 2025
  • In this tutorial, discover how to use HubSpot to optimize lead routing and assignment for your sales team, particularly if you operate with defined territories or regional structures. Perfect for sales managers and HubSpot admins, this video covers key strategies to improve efficiency and ensure leads are in the right hands.
    What You'll Learn:
    Introduction to Lead Routing in HubSpot: Understand why effective lead routing is critical for sales success and how HubSpot's tools can support your strategy.
    Setting Up Territory-Based Assignments: Step-by-step instructions on creating custom properties, workflows, and assignment rules tailored to your team's territories.
    Streamlining Sales Processes: Tips for automating lead assignment to save time, reduce errors, and ensure leads are followed up promptly.
    Best Practices and Pro Tips: Learn advanced techniques for managing complex sales team structures and reporting on lead assignment performance.
    These videos are brought to you by The Gist, an organic growth agency and Certified HubSpot Solutions Partner based in Buffalo, New York.
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Комментарии • 1

  • @Kurtis_Fraus
    @Kurtis_Fraus 11 часов назад

    Great video. Clear and easy to understand.
    Question: I start a lead gen agency and I want to sell the inbound leads. Is it the same sort of process to assigning leads ? Is there a way to limit the amount of leads automatically sent ?
    For example, my B2B clients pay upfront for “x” amount of leads per month.
    How else can this work ?
    Maybe a video on this topic.