App Tutorial

Editing Lead Status in HubSpot: A Step-by-Step Guide

TL;DR

To edit lead status in HubSpot, navigate to Settings > Properties, search for 'Lead Status', and customize labels and values. It's essential to differentiate between contact and company lead statuses for consistent CRM management.

Combining customized lead statuses with HubSpot's lead management tools enhances sales process efficiency.

Streamline your HubSpot lead management by automating tasks with Bardeen.

How to Edit Lead Status in HubSpot

Editing lead status in HubSpot is a crucial step in managing your sales pipeline and ensuring that your team is focusing on the right leads at the right time. This guide will walk you through the process of customizing and editing lead statuses within HubSpot's CRM to better align with your sales process.

Automate your HubSpot lead management with Bardeen and spend more time engaging with your leads. Download the Bardeen app to get started.

Customizing Lead Status

To customize the lead status in HubSpot, follow these steps:

  1. Click the Settings icon on the upper right side of the main navigation.
  2. In the left-side Settings menu, select Properties.
  3. Search for the Property: Lead Status.
  4. Adjust the Lead Status Labels and Internal Value to fit your situation/business.

Customizing lead status allows you to tailor the CRM to reflect your unique sales process, making it easier for your team to prioritize and manage leads.

Editing Lead Status for Contacts and Companies

It's important to note that there is both a lead status property for contacts and a lead status property for companies within HubSpot. Ensure you are editing the correct one to maintain consistency in lead management across your CRM.

If changes made to the 'Lead Status' categories are not reflecting in your company dropdown selection, it's likely that the adjustments were made under contacts instead of companies, or vice versa. Revisit the properties section and make sure to apply changes to the correct lead status property.

Lead Management Best Practices

Effectively managing leads within HubSpot not only involves customizing lead statuses but also requires a comprehensive approach to lead management:

  • Regularly update the lead status property for your contacts to reflect their current stage in the sales process.
  • Utilize workflows to automate lead status updates based on specific criteria or sales activities.
  • Implement lead scoring to automatically prioritize leads based on their engagement and likelihood to convert.

By combining customized lead statuses with HubSpot's lead management tools, you can streamline your sales process, ensuring that your team focuses their efforts on leads that are most likely to convert.

Discover how to integrate HubSpot with Salesforce, LinkedIn, and Slack to enhance and speed up multi-channel outreach and get instant alerts.

Automate Your HubSpot with Bardeen: Effortless Lead Updates

Editing lead status in HubSpot can be manually managed as outlined above, yet automating these processes can significantly enhance lead management efficiency. Bardeen offers powerful automation that seamlessly integrates with HubSpot, enabling you to keep your CRM updated without manual input.

Explore how Bardeen's automation can transform your HubSpot workflow:

  1. Sync LinkedIn Messages to HubSpot Contact: Enhance lead nurturing by automatically saving LinkedIn messages to your HubSpot contacts, ensuring all communications are logged for personalized follow-ups.
  2. Sync LinkedIn Social Activity to HubSpot Contact: Automatically update HubSpot contact properties with LinkedIn social activities, enriching your CRM data for more targeted and effective engagement strategies.
  3. Scrape LinkedIn Lead Information and Sync to HubSpot: Streamline lead management by scraping LinkedIn for lead information and directly creating or updating leads in HubSpot, saving valuable time on data entry.

Automate your HubSpot lead management with Bardeen and spend more time engaging with your leads rather than managing them manually. Download the Bardeen app to get started.

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author
Jason Gong
Apps used
HubSpot
LAST UPDATED
May 23, 2024
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