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The leads you generate should reach the appropriate sales representative as soon as possible. Your sales team is a very valuable resource that should only be used to generate sales opportunities, not to manage leads in the CRM - that's what workflows are for. What can you do to make things easier for them? First, you can set up workflows in HubSpot that automatically assign leads specifically SQL to a lead owner. This can be done on a rolling basis, meaning leads are divided equally among your sales reps, or you can assign specific lead owners to each lead. The second step is to create a "hot list" in HubSpot - these lists are automatically updated and contacts will join when they meet the criteria and leave the list when they no longer meet the criteria - for new leads generated. Using an active list, you can group contacts by lifecycle stage and lead owner, allowing a specific sales rep to see only the SQLs assigned to them.

With this process, your salespeople will always be up to date with all the contacts that are photo retouching their responsibility. . Contacts who have visited the website today this week This list will match lead revisit notifications in real-time if you have HubSpot Sales , you'll see lead revisits in your HubSpot activity feed and allow your sales team to quickly engage with leads. Basically, you set up a list in HubSpot that segments contacts based on their lifecycle stage in this case MQL or SQL and the page visited either exact or general . This list will allow your sales team to see which MQLs and SQLs have visited specific pages and when.



If you have real-time notifications set up next to this list, the moment a prospect lands on the website and views a specific page, your sales team can be on hand to greet them and ask if they need help. . Contacts who have visited a bottom of the funnel page It would certainly be beneficial for you and your sales team, especially to have a list set up to show potential customers who have visited bottom-of-the-funnel BOFU web pages.