Qualifying a New Lead
Ed Frame
6 steps
4 minutes
HubSpot
1
A Task to Qualify the new lead is automatically created, and can be viewed in the Activity tab, or in the Task tab
2
Click on the Task to see all details
3
You can Call...
4
...or Email directly from HubSpot to Qualify the Lead
5
Complete this section with the Qualification information you have gathered
6
Click "Save"
Qualifying a New Lead
Ed Frame
6 steps
4 minutes
HubSpot
1
A Task to Qualify the new lead is automatically created, and can be viewed in the Activity tab, or in the Task tab
2
Click on the Task to see all details
3
You can Call...
4
...or Email directly from HubSpot to Qualify the Lead
5
Complete this section with the Qualification information you have gathered
6
Click "Save"
