How to Manage Leads in HubSpot

1. Go to Workspaces > Sales.
2. Click the Leads tab.
3. Use Preset Views (left side) to filter leads (e.g., Not in sequence to see unassigned leads).
4. Click the Pipelines dropdown to switch between pipelines.
5. Click Filters or Advanced Filters to refine your view.
6. Click Edit columns to customize displayed lead details.

1. Go to CRM > Leads.
2. Use Filters to refine the list.
3. Click Edit columns to adjust displayed lead properties.

1. Go to Workspaces > Sales > Leads.
2. Select leads using checkboxes to:
   • Delete: Click Delete, confirm, and remove.
   • Reassign: Click Assign, select a new Lead Owner, and click Update.
   • Enroll in a sequence: Click Enroll in a sequence, choose a sequence, and confirm.
3. Click a lead’s name to edit details in the right panel (changes save automatically).

1. Go to CRM > Leads.
2. Select leads and choose:
   • Assign: Select a new Lead Owner and click Update.
   • Edit: Choose a property, enter a new value, and click Update.
   • Delete: Confirm and remove leads.

1. In Workspaces > Sales > Leads, select a lead.
2. In the right panel, you can:
   • Send an email 
   • Make a call 
   • Enroll in a sequence 
   • Schedule the next activity 

• Overview Tab: See last contact date, last engagement, and next steps.
• About, Notes & Associations Tabs: View past interactions, notes, and linked deals or tickets.

For additional details, please refer to the HubSpot Knowledge Base article "Manage leads."