Module 06 of 6~18 minPro
CRM & Pipeline Management
HubSpot and Pipedrive setup, lead scoring, reporting, and conversion optimization.
§ You will learn
- Set up a CRM pipeline in HubSpot with deal stages that mirror your actual sales process and qualification criteria
- Track every inbound and outbound lead through a consistent entry point so no contact falls through the cracks
- Configure lead scoring rules that automatically surface your highest-priority prospects based on fit and engagement signals
- Build CRM automation workflows that handle routine follow-up tasks so your team focuses on conversations, not data entry
- Use pipeline reports and forecasting dashboards to identify where deals stall and accurately project monthly revenue
§ Sealed entry
This module is part of the Pro record.
4 sections · ~18 min · objectives above are the preview