How To Create A New Lead Status In Hubspot

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Maintaining accurate records of leads within your marketing or sales funnel is an essential part of your business. Numerous Customer Relationship Management (CRM) tools provide the capability to oversee and monitor these leads, including HubSpot. Within HubSpot, you can generate personalized lead statuses to match your specific business operations. This guide will take you through the steps of creating a new lead status in HubSpot.

Understanding the Importance of Lead Status

Lead status is a key data point in the sales process. It helps in identifying where a lead is in the sales pipeline, what actions have been taken, and what next steps are required. A well-defined lead status strategy can help streamline your sales process, improve efficiency and ultimately close deals faster.

Creating a New Lead Status in HubSpot

To create a new lead status in HubSpot, you need to follow these steps:

  1. Log into your HubSpot account.
  2. On the top right side of the main dashboard, click on the settings icon (a gear icon).
  3. From the settings sidebar on the left, navigate to Properties.
  4. Under the Contact information section, find and click on the Lead Status property.
  5. Click on the Edit button on the right side of the screen.
  6. In the dialog box that opens, scroll down to the Define a new option field and type in the new lead status you want to add.
  7. Click on the Add button to add the new lead status. Remember to save your changes.
    ```
    # Log into HubSpot
    log_into_hubspot()

    # Navigate to Settings
    navigate_to_settings()

    # Navigate to Properties under Contact Information
    navigate_to_properties()

    # Find and Click on Lead Status property
    click_on_lead_status_property()

    # Edit Lead Status
    edit_lead_status()

    # Define a New Option
    new_option = "New Lead Status"

    # Add the New Lead Status
    add_new_lead_status(new_option)
    ```

Conclusion

With these steps, you can create a new lead status in HubSpot that better suits your business needs. Remember, a good tracking system is crucial for a successful sales strategy. Happy HubSpotting!