Understanding HubSpot for salespeople

Understand how leads, deals, contacts, and companies relate to each other in HubSpot's CRM, see how data flows from marketing into your sales pipeline, learn how tasks, meetings, and activity logging keep deals moving forward, and get an overview of the sales tools you'll use every day.

Introduction

Most CRMs come with default pipeline stages that don't match how you actually sell. "Qualified" means different things to different businesses. "Proposal sent" isn't a stage it's an activity. Proper pipeline design maps to buyer actions, not seller tasks. This makes forecasting accurate and shows where deals really stall. This chapter walks through how to identify your actual sales stages, validate them with your team, and configure your CRM to match reality instead of forcing your process into someone else's template.

Object relationships (lead, deal, contact, company)

How data flows from marketing to sales

Tasks, meetings, and activity logging

Sales tools overview

Conclusion

Related tools

HubSpot

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45

per month

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Pipedrive

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24

per month

Pipedrive

Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.

Monday.com

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12

per month

Monday.com

Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.

Folk

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25

per month

Folk

Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.

Keap

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299

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Keap

Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.

Related wiki articles

Deal stage

Define pipeline progression steps to standardise how reps advance opportunities and give managers visibility into where deals stall or convert unexpectedly.

Customer journey

Map every touchpoint from initial awareness to repeat purchase, creating seamless experiences that guide prospects toward conversion.

Lead capture rate

The percentage of engaged website visitors who submit their contact information and become leads.

Further reading

Sales hub configuration

Sales hub configuration

Understand how leads, deals, contacts, and companies relate to each other in HubSpot's CRM, see how data flows from marketing into your sales pipeline, learn how tasks, meetings, and activity logging keep deals moving forward, and get an overview of the sales tools you'll use every day.