SQL view in lead pipeline
All incoming SQLs will be listed under your name.
Remember this: Check if the company already exists, is it a duplicate ( merge them ) , does the company need to be purchased? ( CRM Importer )
Change the lead name to the seller’s name and update the company owner to the seller’s name as well.
Finally, remember to forward the HubSpot email you receive each time an SQL comes in to the seller who’s getting that SQL. If you notice that an SQL comes in and you haven’t received an email from HubSpot about it, let your marketing manager know so she/he can make sure you’re added to receive those Emails.
SQL overview: