How to Accept New Leads

Click to view new Leads in Hubspot.

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Incoming Leads have a Lead Status: New. When a salesperson begins working a lead, the rest of the team needs to know that certain criteria have been met. Therefore, a Contact being worked should be marked as Lead Status: In Progress. At Pet Loyalty, please always do the following when accepting a new Contact and marketing it In Progress:

1. Identify Contacts - Filter by:

   1. Contact Owner is: Me

   2. Lead Status is: New

2. Research and Enrich Contact record

   1. Add LinkedIn Bio to their profile

   2. Add Job Title to Contact record

   3. Create/Confirm Associated Company (the Company record attached to the Contact)

      1. If known, add an Association to the Company (main point of contact, etc)

      2. If known, complete other Company information like AWO Type.

3. Enroll in an email Sequence or call to follow up

4. Only after this is done, update Lead Status: In Progress

Note: If a person has entered their phone number, they have done so voluntarily. If you can respond to their inquiry within a few minutes, then a phone call will get you straight to the discovery process and you’re underway. Be sure to log phone calls as calls in Hubspot, not Notes. This way your activity gets tracked and you can be recognized for those lightning fast reflexes!