Summary:

The section ‘Leads’ in Customer Support contains forms that can be used to add new leads, or prospects, in as contacts in HubSpot. There is both a ‘B2C Leads Form’ and a ‘B2B Leads Form’ in the section. Both forms contain required and non-essential information that is used to fill the new contact’s information fields on HubSpot.

Usage:

On the ‘B2C Leads Form’ the information that is required includes the leads first and last name, and email address. The non-essential information that is optional to input include phone number, address, country, state, city, postal code, and description. Within the ‘Description’ box, it is helpful that the employee adding the Lead includes information about the beneficiary (name, age, diagnosis), who the grantor/parents are, where they live, referral source, etc.

On the ‘B2B Leads Form’ the information that is required includes the lead’s company name, type designation, and industry designation. The non-essential information that is option to input include first and last name, email address, phone number, address, city, state, postal code, country, website URL, number of employees at company, annual revenue. Both lead forms contain the option to set what environment this new contact on HubSpot will be set under (i.e., Development, Staging, or Production). To submit the lead form the ‘Submit’ button needs to be clicked.