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Set up leads

Last updated: January 25, 2024

Available with any of the following subscriptions, except where noted:

Sales Hub Professional, Enterprise

 

Before you begin managing your leads in the prospecting workspace, users with an assigned Sales Hub seat can configure the leads settings for your account.

To navigate to leads settings: 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Leads.

Configure leads settings

Please note: this automation will not create leads for when a contact's lifecycle stage changes due to lifecycle stage syncing

  • To automatically create a lead based on lifecycle stage, click to toggle the Create a lead based on lifecycle stage switch on. Then, in the Select lifecycle stages section, select the lifecycle stage you want to trigger the creation of a lead.
  • To automatically set a lifecycle stage when a lead is associated, click to toggle the Set lifecycle stage when a lead is associated toggle on. Then, in the Set lifecycle stage to section, select the lifecycle stage you want the associated companies or contacts set to.
  • Users with super admin permissions can automatically set the lead owner to the same owner as the contact or company. To do this, click to toggle the Lead owner inherits contact and company owner toggle on.

leads_settings


 Configure lead stages

On the Lead Stages tab, you can customize your lead stages. 

  • To rename a lead stage name, click the name.
  • To add a lead stage, click + Add stage.
  • To delete lead stage, hover over the click lead stage and click delete next to the name.

lead-stages

  • Click Save.

Configure qualification settings

When a user qualifies a lead, you can configure the settings so a deal is automatically created.

  • To require a deal to be created when a lead is qualified, click to toggle the Require a deal to be created toggle on.

qualified-leads

  • To rename a lead stage name, click the name.
  • To add a lead stage, click + Add stage.
  • To delete lead stage, hover over the click lead stage and click delete next to the name.
  • Click Save.

Configure disqualification settings

When a user disqualifies a lead, they can set a disqualification reason.

  • To require a disqualification reason when a lead is moved to disqualified, click to toggle the Require disqualification reason toggle on.

disqualified-leads

  • To rename a lead stage name, click the name.
  • To add a lead stage, click + Add stage.
  • To delete lead stage, hover over the click lead stage and click delete next to the name.
  • Click Save.
  • Click Edit reasons to customize the disqualification reasons that will display when a lead is disqualified. 
    • To reorder the reasons click and drag them to a new position.
    • To remove a reason, click the X next to that reason.
    • To edit the name of a reason, click the text.
    • To add a reason, click + Add reason.disqualification_gif
  • Click Save.

Learn how to manage leads in the prospecting workspace.

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