Tracking and following up with your Warmest Leads (Automatically) | HubSpot Tutorials 2023

In this video, we delve into the workflow and standard property lead status in HubSpot. If you're not familiar with these topics, we recommend watching a separate video where we cover these concepts in depth. The sales team tracks metrics such as the number of net new contacts enrolled, but what about people who respond to them? When do they connect with these individuals, and what happens afterward?
We begin by looking at a list of people we have already connected with, and we explain what the different lead statuses mean. We show you how to mark contacts as connected automatically to save your sales team's time.
We also explain how to set up an inclusion list to track the points when we connect with someone again. This list has two filters: the sales email reply date and connected via phone today. There are several different ways to handle this, and we cover one example. This video is perfect for those who want to understand how to optimize lead status in HubSpot.
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