Manage leads

Once you have created leads, you can manage leads from the leads summary (BETA) or the sales workspace. 

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it. 

Understand requirements

• To manage leads in the sales workspace, users must have an assigned Sales Hub seat with access to the Leads tab.
  
• To create a saved lead views in the sales workspace, the account must be in the Leads saved views beta. The user must have an assigned Sales Hub seat and access to the Leads tab.
  
• To manage leads in the leads summary, users must have Super Admin permissions. 

Understand limitations & considerations

• Users with Super Admin permissions or View sales workspace as another user permissions can view all leads in the sales workspace.
• Users can access the leads summary to apply filters and edit columns. Only Super Admins can view individual records, edit and delete leads.

Manage leads in the sales workspace

You can view, edit, and delete leads in the sales workspace. You can also create custom saved views for leads. 

View leads in the sales workspace

You can view leads that are associated to a contact or company in the sales workspace using preset views or saved views.

• To view leads in the sales workspace:
  1. In your HubSpot account, navigate to Sales > Sales Workspace.
  2. Click the Prospecting tab.
  3. On the left sidebar, click Leads. 
     
  4. To change the view, click the Preset view or Saved view. Learn more about custom saved views.
     • Open leads: leads that are not in a qualified or disqualified stage. 
     • Target Accounts: leads that are associated to Target accounts. 
     • Recent Activity: leads that have had recent activity.
     • Not in Sequence: leads that are not currently enrolled in a sequence.
     • All: all leads assigned to the user in any lead stage.
       

• If you have Super Admin permissions or View sales workspace as another user permissions you can view all leads. To view all leads, click the Actions dropdown menu on the top right and select View all leads.
• To filter your leads, click the filters at the top of the table or click Advanced filters to further customize your filters. 
• To change the lead pipeline, click the pipelines dropdown menu and select the pipeline you want to view, or select All pipelines.
• To edit the information that's displayed in the table, click Edit columns.
• To view the leads individual record, click the leads name.

Create and edit a leads saved view (BETA)

You can create and edit saved views for your leads if your account is enrolled in the Leads Saved Views beta. You must also have an assigned Sales Hub seat and access to the Leads tab. 

• To create a saved view for your leads in the sales workspace:
  1. In your HubSpot account, navigate to Sales > Sales Workspace.
  2. Click the Prospecting tab.
  3. On the left sidebar, click + Create view.
     
     
     
  4. In the dialog box, enter a name for your view, then click Create view. 
  5. To filter your leads, click the filters at the top of the table or click Advanced filters to further customize your filters. 
  6. Click Save view in the upper right.
     
• To edit a saved view for your leads in the sales workspace:
  1. In your HubSpot account, navigate to Sales > Sales Workspace.
  2. Click the Prospecting tab.
  3. On the left sidebar, in Saved views, click your Saved view.
     
  4. Click the filters at the top of the table or click Advanced filters to further customize your filters. 
     
  5. Click Save view in the upper right.

Edit and delete leads in the sales workspace

You can edit and delete leads from the sales workspace if you have an assigned Sales Hub seat and access to the Leads tab.

• To edit your leads in the sales workspace:

1. 1. In your HubSpot account, navigate to Sales > Sales Workspace.
   2. Click the Prospecting tab.
   3. Click the name of the lead you want to edit.
   4. In the right panel, click the edit pencil icon or value to edit properties.
   5. Click Save. Learn more about viewing and editing individual records.
      

Please note: after a lead has moved to a Qualified or Disqualified stage, only a Super Admin can edit the lead stage.

• To bulk reassign leads in the sales workspace:
  1. In your HubSpot account, navigate to Sales > Sales Workspace.
  2. Click the Prospecting tab.
     
  3. Select the checkboxes next to the leads you want to reassign, and click Assign.
  4. In the pop-up box, click the Lead owner dropdown and select a lead owner. Then, click Update.

Please note: users must have View Sales Workspace as another user permissions to bulk reassign leads.

• To delete your leads in the sales workspace:

1. 1. In your HubSpot account, navigate to Sales > Sales Workspace.
   2. Click the Prospecting tab.
      
   3. Select the checkboxes next to the leads you want to delete, and click deleteDeleteDeleteDelete Delete.
   4. In the pop-up box, confirm how many leads you want to delete. Then, click Delete.

Please note: users must have Bulk delete permissions to delete leads. 

• To enroll the contacts associated with your leads into a sequence: 
  1. In your HubSpot account, navigate to Sales > Sales Workspace.
  2. Click the Prospecting tab.
     
  3. Select the checkboxes next to the leads you want to enroll, and click sequencesEnroll in a sequence.
  4. In the pop-up box, select the sequence.
  5. Continue enrolling contacts in the sequence.

Manage leads in the leads summary (BETA)

Super Admin users can view individual lead records in the leads summary (BETA). They can also edit and delete leads. If you're not an admin user you can view, filter, and edit columns in the lead summary.

View leads in the leads summary

You can view and filter leads in the leads summary. 

• To view leads in the leads summary:
  1. In your HubSpot account, navigate to CRM > Leads.
  2. To filter your leads, click the filters at the top of the table or click Advanced filters to further customize your filters. 
  3. To edit the information that's displayed in the table, click Edit columns.
• If you have Super Admin permissions you can view the leads individual records. To view the leads individual record, click the leads name.

Edit and delete leads from the leads summary

You can edit and delete leads from the lead summary if you have Super Admin permissions.

• To edit leads in the leads summary:
  1. In your HubSpot account, navigate to CRM > Leads.
  2. Select the checkboxes next to the leads you want to edit, and click Edit.
  3. In the pop-up box, click the Select a property to edit dropdown and select the property you want to edit. Then, click Update.
  4. You can also edit lead properties from the right panel. Learn more about viewing and editing individual lead record properties.

Please note: when selecting a property to edit, some properties will display a second field. Choose the desired values in the second field and click Update.

• To reassign leads in the leads summary:
  1. In your HubSpot account, navigate to CRM > Leads.
     
  2. Select the checkboxes next to the leads you want to reassign, and click Assign.
  3. In the pop-up box, click the Lead owner dropdown and select a lead owner. Then, click Update.

• To delete leads in the leads summary:
  1. In your HubSpot account, navigate to CRM > Leads.
  2. Select the checkboxes next to the leads you want to delete, and click Delete.
  3. In the pop-up box, confirm how many leads you want to delete, and click Delete.