Manage Leads with HubSpot

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Manage Leads with HubSpot

This course is part of CRM, Project Management & Omnichannel Strategy Specialization

Instructor: LearningMate

Included with

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1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

What you'll learn

Structure and categorize new lead data using CRM best practices to ensure accurate tracking and an effective marketing-to-sales handoff.

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This course is part of the CRM, Project Management & Omnichannel Strategy Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
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There is 1 module in this course

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.

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.

What's included

2 videos2 readings2 assignments

2 videos Total 9 minutes

The Cost of Chaos: When Lead Data Goes Wrong 5 minutes
Decoding CRM: Lifecycle Stages and Lead Sources 4 minutes

2 readings Total 13 minutes

The CRM "Big Three": A Marketer's Guide 7 minutes
A Practical Guide to Preparing Lead Data 6 minutes

2 assignments Total 55 minutes

Hands-On Learning: Preparing Webinar Leads for HubSpot 25 minutes
Structuring Trade Show Leads for CRM Entry 30 minutes

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Instructor

LearningMate

210 Courses 11,134 learners

Offered by

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.