How to qualify a lead

What you will accomplish: Qualify a lead in HubSpot.

• Access the Leads Dashboard

  • Log in to HubSpot.
  • Click the Sales tab.
  • Navigate to the Leads Dashboard.
• Review and Assess Lead Details

  • Review new inbound leads.
  • Examine details:
    • Contact information
    • Company size
    • Industry
    • Previous interactions
• Identify Lead Source

  • Check how the lead was acquired (e.g., website form, social media, webinar).
• Score and Update Lead Status

  • Score the lead based on qualification criteria.
  • Update lead status in HubSpot (e.g., MQL, SQL).
• Schedule Follow-Up

  • Schedule any required follow-up activities.