Manage leads in the prospecting workspace

After you set up your leads, within the prospecting workspace, users with an assigned Sales Hub seat can quickly and efficiently manage leads from the Leads tab. You can easily review your leads and their current status, last activity, and next activity. You can also schedule the next activity or perform an activity (e.g., call, email, enroll in a sequence, etc.) from one place.

Create leads

You can create leads by creating leads from contacts, creating leads manually, or creating leads with a workflow. Once a lead is created, you can not edit the lead name.

Create leads from contacts

To create leads from contacts

• In your HubSpot account, navigate to CRM > Contacts.
• Select the checkboxes next to the contacts you want to create leads for.
• Click Create leads.

• In the right panel, select the Lead Pipeline, Lead pipeline stage, Lead Type, and Lead Label. 
• Click Create.

Create leads manually

To manually create leads: 

• In your HubSpot account, navigate to Workspaces > Prospecting.
•  Click the Leads tab.
• In the upper right, click +Add lead.
• Click Contact to create a contact lead, and click Company to create a company lead.
  • In the dropdown menu, select the contact or company record the lead will be associated with. If the Sync lead owner with contact and company owner toggle is turned on in your settings, you can only associate contacts or companies you own. 
  • In the Lead Name field, enter the name of the lead.
  • (Optional) Click the Lead Pipeline Stage dropdown menu and select the stage.
  • (Optional) Click the Lead Type dropdown menu and select the type.
  • (Optional) Click the Lead Label dropdown menu and select the label.
  • Click Create Lead.

Create leads using workflows 

To create leads using workflows, learn how to create a workflow. Then, you can add the Create record action and create a lead.

Manage leads

Please note: after a lead has moved to Qualified or Disqualified, only a super admin can edit the lead stage.

To manage your leads:

• In your HubSpot account, navigate to Workspaces > Prospecting.
• Click the Leads tab.
• Once you have imported your leads, you can view a list of your leads on the Leads tab. Target accounts will be labeled. 

• Users with super admin permissions or View Prospecting as another user permissions can view all leads (including unassigned leads). To view all leads, click the Actions dropdown menu and select View all leads.
• To filter your leads, click the filters at the top of the table.
• To edit the information that's displayed in the table, click Edit columns.
• Users with super admin or bulk delete permission can delete a lead. To delete a lead, select the checkboxes next to the leads you want to delete and click Delete.
• To review your leads and take action:

• • Select a lead's name from the lead list.
  • In the right panel, an overview of the contact will appear.
  • Here you can complete actions like sending an email, making a call, or enrolling the contact in a sequence by clicking the associated icon. If you perform an action like sending an email or making a call and logging the outcome as Connected, the lead status will automatically be updated. For example, if you email a New lead, after sending the email, their status will be updated to Attempting. Here is a list of all the actions that move a lead to an In Progress stage: 
    • Call
    • Email

• • • Connect on LinkedIn
    • Logged LinkedIn message
    • Logged call
    • Logged email
    • Logged postal mail
    • Logged SMS
    • Logged WhatsApp
    • Meeting scheduled
    • Task created

• • Below is a table that shows how actions result in an automatic update to the lead stage:

• • On the Overview tab, you can also review when you last contacted the contact and when their last engagement was.
  • Additionally, you can see the last activity and the next activity.
  • If the contact doesn’t have an activity scheduled for the future, you can schedule the next activity by selecting the Schedule next activity dropdown menu. You can also schedule the next activity directly from the leads list.

• • On the About, Notes, and Associations tabs, you can review additional information like recent communications, notes, about info, deals, tickets, etc.

Learn more about using the prospecting workspace.