If you are using Sales Hub, you will want to check out one or two things regarding leads. From custom properties assigned to them to notifications and syncing settings, we will walk you through the leads object, which can make a huge difference when leveraged in your HubSpot instance. 

Setting Up the Leads Object 

Like Contacts, Companies, or Deals, Leads are a HubSpot object. This has several implications, including the possibility of creating custom properties exclusively for this Object.  

Why use the leads object? Rather than sifting through list after list of contacts or sorting them out with improvised tags to find possible clients, the Leads object ensures that every lead is uniquely classified for simple data management.  

If you navigate to your instance’s settings and click Object, you can select Leads. After that, you can click Manage Lead Properties and customize the properties for the Leads object.  

Through the Object’s properties, you will have more granular information on every relevant aspect of your company’s leads. Ultimately, utilizing the leads object reduces friction in prospecting, where time is often lost navigating through information that, while it might be relevant to other aspects of your business, keeps you away from efficient prospecting.  

In addition, having custom properties tailored to the goals of your Leads Object improves:

  • Data Quality  
  • Reporting efforts  
  • The possibility of capturing relevant information for your sales pipeline 

Defining Lead Ownership 

One thing as crucial as having accurate information on your leads is that they are in the right hands. This means that not only should the most suitable person oversee this information, but this person must also be aware of the latest changes in that data.    

That's why, in the Lead Object settings, you can toggle an option that assigns the ownership of a specific lead to the company's owner or contact record associated with it. If you combine this setting with the one that allows you to sync the lead's activities with the lead owner, each owner will have accurate and easier-to-access information regarding their leads.   

In practice, syncing this information would translate into notifications for your sales reps. Those notifications on newly assigned leads and their activities allow faster response times and improve lead management. In addition to sales reps, receiving a notification on their phones translates into quicker follow-ups and, thus, a better chance of closing a deal. 

What Are Other Benefits of Using This Object? 

There are many benefits to using the Leads object in HubSpot. Going back to the previously mentioned ones and making a list including those and others ones, some of the benefits would be:  

  • Automating your lead creation process  
  • Possibility of making updates in bulk to several leads in your database  
  • Implement automation throughout your entire lead management process  
  • Allows for easier integration and information sharing between integrated platforms  
  • Facilitate your sales reps job through up-to-date, accurate information on a granular level 

Don’t Know Where to Start? 

Even though it seems like a simple enough process, every action you make in HubSpot is on the verge of hurting data integrity. As simple as it might seem, setting up an object must be a task for professionals like the ones at S.R. Professional Marketing.  

Companies around the world trust us to handle their data, improve its quality, automate repetitive and time-consuming tasks, and more. Get a Free HubSpot Support call to implement improvements to new HubSpot leads.