Dec 9, 5:00 – 6:15 PM (UTC)
Struggling to understand the difference between lifecycle stages, lead stages and deal stages in HubSpot? You’re not alone! These three types of stages are often confused and when they’re misused or misaligned it can wreak havoc on your CRM. After this session, you'll walk away with a clear framework to keep your data clean, your teams aligned and your automation working as it should.
Struggling to understand the difference between lifecycle stages, lead stages and deal stages in HubSpot? You’re not alone.
These three types of stages are often confused and when they’re misused or misaligned it can wreak havoc on your CRM.
In this HubSpot User Group session, we’ll break down:
• The distinct purpose of each stage type
• What triggers stage updates…and where they fall short
• Ways to use lead scoring to automate progression
• Common pitfalls that lead to dirty data and broken automation
• Best practices for customizing stages to match your sales process
You’ll walk away with a clear framework to keep your data clean, your teams aligned and your automation working as it should.
Kiwi Creative
HubSpot Director