Manage Leads with HubSpot

Overview

Transform your lead management process from scattered and chaotic to structured and effective. This intermediate course is for marketing professionals, sales development representatives, and business owners who have a foundational understanding of the sales funnel but are now ready to master the engine that drives it: the CRM. Using HubSpot as a practical model, you will learn principles that apply across any major CRM, including Salesforce and Zoho. This course dives straight into the essential, real-world task of managing lead data. You will learn to identify the best CRM platform for your marketing needs and, more importantly, how to structure the data within it. Through hands-on, scenario-based learning, you’ll master the art of assigning critical data points, such as lifecycle stage, lead source, and ownership. By the end, you won't just know CRM terminology; you'll be able to prepare and categorize any new list of leads, ensuring a smooth, trackable handoff from marketing to sales and setting the stage for measurable ROI.

Syllabus

From Lead to System: Mastering CRM Data Preparation

This module provides the foundational skills for managing new leads within a CRM system. Learners will start by understanding why structured data is crucial for preventing lost revenue and miscommunication. They will then explore the key data fields, such as lifecycle stage and lead source, and learn how to correctly prepare a list of new leads for import into any major CRM. The module culminates in a hands-on project in which learners will organize lead data from a marketing event, ensuring that it is ready for an effective handoff from marketing to sales.