Hubz.

CRM / Lead qualification

Lead management: capture, qualify and convert inquiries

Organize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.

PRODUCT VIEW

See how it works.

Lead Inbox holds new prospects in a dedicated qualification list instead of treating them immediately as established customers. Add name, email, phone, company, website, source and source details, then prioritize leads by score, first contact time, status and qualification. When a lead is ready, convert it manually and review the resulting CRM records.

Hubz.Workspace / Lead InboxDK
EXPLORE THE PRODUCT

Lead Inbox

Sample view
New meeting requestWebsite sourceNew
Service informationManually added recordUnder review
Introduction meetingEventFollow-up
Related contactDeniz Kaya
SourceSample source
StatusNew
OwnerTeam member
01Capture the lead
02Set priority and qualification
03Convert to CRM
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Mixing new prospects and established relationships in one list makes it unclear who needs qualification and who needs sales follow-up.

WHAT YOU CAN WORK TOWARDS

Assess the initial lead and move it into the relevant CRM context when it is suitable.

STEP BY STEP

How to use it.

  1. 01

    Capture the lead

    Create a record using contact or website information and retain its source and description.

  2. 02

    Set priority and qualification

    Use score, first contact date and qualification status to show which follow-up step the lead needs.

  3. 03

    Convert to CRM

    Use manual conversion for a suitable lead and review the resulting contact and associated company or opportunity links.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Lead Inbox
Record fieldSource context

Source context

Preserve where the lead came from through a source name and details.

FOCUS 02▤
Lead Inbox
Record / contentStatusOwner

Score and first contact

Organize team priorities using the lead score and first contact time.

FOCUS 03↗
Lead Inbox
✓Qualification statuses✓Convert to CRM✓See what is included

Qualification statuses

Distinguish unreviewed, marketing-qualified, sales-qualified and unsuitable leads.

FOCUS 04◇
Lead Inbox
Record fieldBulk starting point

Bulk starting point

Bring in a lead list with source information through the supported CSV paste flow.

FOCUS 05⌁
Lead Inbox
Record / contentStatusOwner

Manual conversion

Make the move from lead to CRM record an explicit decision and track the resulting relationships.

IN EVERYDAY WORK

What it looks like in practice.

Sales operations

An event has produced a list of leads that have not been assessed yet.

Organize leads by source and score, then convert suitable prospects into CRM relationships.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Included in every plan. Relevant workspace capacity and access rules apply when conversion creates contacts and companies.

  • Lead scores and qualification information do not guarantee a sale.
Compare plans

YOUR QUESTIONS

About this feature.

01Is conversion automatic?

The screen offers manual conversion for a suitable lead. Bringing a lead into the CRM is an assessment step carried out by the team.

02What information does a lead need?

Creation and import require contact information such as email, phone or a website. Other information adds context.

RELATED WORKFLOW GUIDES

You may also need these features.

ContactsManage contact details, job titles, company associations and acquisition sources in searchable, filterable records.CompaniesKeep industry, domain, contact and address information alongside the people and sales work connected to a company.Activity historyReview calls, emails, meetings, notes, tasks and system activities in their contact, company and opportunity contexts.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Sales pipeline

Track potential work, the customer relationship and its sales stage in the same view.

03

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.