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.
Manage Leads with HubSpot
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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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Recently updated!
March 2026
Taught in English
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There is 1 module in this course
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
Instructor
173 Courses 10,659 learners
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