-2-1.png?width=200&height=30&name=FrankCrum_Full_Color_Web%20(5)-2-1.png){kind=small}
To request HubSpot support or report HubSpot issues, please visit the CRM Team Home Page
Direct Sales Process Overview
A resource center for your sales needs :)
Previous vs Current Stage Map
.png?width=629&height=613&name=image%20(3).png "image (3)")
Demo Video
Process Overview
eBook
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadPDF Document
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadInfographic
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadTemplate
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadGuide
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadCourse
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadWebinar
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadData sheet
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadVideo
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadBlog post
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadWhitepaper
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadCase study
A description of the resource being shared. Just a couple of sentences should be just right.
DownloadGlossary
Activation Date: Date the Client is Activated in NetWise.
Activity feed: A feed that shows engagements such as interactions with your one-to-one emails, meetings booked, document views, and more.
Activity: Actions that are taken on records in the CRM. Examples include notes, emails, tasks, meetings, calls, postal mail, SMS, LinkedIn, and WhatsApp messages.
Agreement: HubSpot deal stage where the business consultant receives the final agreement signed by the client.
Association: A connection or relationship between records in the CRM. You can associate records with each other, or activities with records.
Attempting to Contact: The lead stage where efforts are being made to reach out to a potential lead or customer, typically through emails, calls, or other outreach methods, but no actual connection has been established yet.
Calling: A tool that allows you to call a contact directly from their record in the CRM.
Closed Lost: The Deal stage indicating it’s lost. Choose a reason in the drop down.
Closed Won: HubSpot final deal stage for the deals won. Update the Closed Won Reason in the Drop Down.
Company Address: The official physical location of the business. This is where the business operates and receives official correspondence. It is often, but not always, the same as the mailing address.
Company: The object used for any organization saved in your CRM.
Contact: The object used for any person saved in your CRM.
Contacted: This lead stage occurs when initial contact has been made with the lead, whether it's through a conversation, an email response, or any other form of communication.
Create Deal / Lead Closed: At this point, the lead is qualified and you’re ready to create a deal. When you move to Closed, a deal is automatically created.
Date D/S Sent (Date Documents/Signature Sent): The date the contract or other necessary documents were sent to the client for signature.
Date D/S Returned (Date Documents/Signature Returned): The date the signed documents were received back from the client.
Date of First Proposal: The date the initial pricing proposal was sent to the prospect.
Date of Final Proposal: The date the final pricing proposal was sent to the prospect.
Deal score: A number that shows the likelihood of a deal closing. (Beta)
Deal: The object used to store information about ongoing transactions throughout the stages of the sales process.
Direct Acquisition Sales: Refers to the process of bringing in new clients for our business without an intermediary or distributor.
Discovery: HubSpot deal stage where the business consultant engages with a potential client to understand their needs and introduce the company's services.
Do we have Prospect Pricing?: A question asking if preliminary pricing has been developed for the potential client (prospect).
Document: A piece of content uploaded to HubSpot’s document tool, which can then be shared with your contacts via email.
Engaged: This refers to when the lead has shown interest and is actively participating in a conversation or relationship, often responding to questions, offering information, or discussing possible solutions.
Estimated Close (1st Check) Date: The predicted date the first payroll will run.
Estimated Close (Activation) Date: The projected date when the business is expected to Activate in NetWise
FEIN (Federal Employer Identification Number): A unique nine-digit number assigned by the IRS to identify a business entity. It's like a Social Security number for businesses and is required for corporations, partnerships, LLCs, and most employers.
Final Proposal: HubSpot deal stage where the business consultant sets the final proposal.
First Check Date: Date the first payroll runs.
Home page: A list view of the records for each object, for example, the contacts home page.
Industry: The specific sector of the economy the business operates in (e.g., retail, manufacturing, healthcare, technology).
Interested Services: FrankCrum Products / Services in which Prospect shows interest.
Lead: The object used for companies for potential customers.
Legal Business Name: Official name of the business that is registered with the state or relevant governing body.
Meetings: A tool that allows you to create a scheduling page that you share via a meeting link so your prospects or contacts can book a meeting with you.
Object: A type of relationship or process that your business has. All HubSpot accounts include contacts, companies, deals, and tickets.
PEO Benefit Provider: Name of the incumbent Benefits Provider
PEO Benefit Renewal Date: The date when the Incumbent Benefits plan is up for renewal.
PEO Price: The cost structure of the PEO services. (PEPM or
PEO Provide (Professional Employer Organization Provide): Indicates whether a PEO is being offered or considered. A PEO provides HR services, payroll, and benefits to small and medium-sized businesses.
Personal email: The email address you typically use to send emails to your contacts. You can connect your personal email to HubSpot to send one-to-one emails from the CRM, log email replies, send sequences emails, and install the HubSpot Sales extension or add-in to access the sales tools in your inbox.
Pipeline: A way to monitor CRM objects in different stages. Deal pipelines can be used to predict revenue and identify roadblocks in your selling process. Ticket pipelines can be used to manage your support ticket statuses and identify trends.
Pricing Approved: Confirmation that the proposed pricing has been officially approved.
Pricing for WC/SUTA by State (Workers' Compensation/State Unemployment Tax Act Pricing by State): The cost of workers' compensation and state unemployment taxes, broken down by state.
Property: A field created to store data for an object. Each object has its own set of properties and all the records of that object will have those same properties. HubSpot creates and uses some default properties for each object that cannot be deleted.
Proposal Build & Present: HubSpot deal stage where the business consultant builds, reviews with his director, and presents the proposal to the client.
Ready for pricing approval?: A question asking if the pricing is finalized and ready for internal approval.
Record: An instance of an object (e.g., "Tom Smith" is a contact record). These records can be associated with records of other object types, and can be used in HubSpot tools, such as workflows.
RFP / RFP Pricing Review: HubSpot deal stage where the business consultant sets and reviews the pricing.
SA Declaration Page Upload (Staffing Agency Declaration Page Upload): Indicates whether the declaration page for the workers' compensation insurance (a document summarizing coverage) has been uploaded.
SA Payroll Provider (Staffing Agency Payroll Provider): If the business is a staffing agency, this identifies the company handling their payroll.
SA Renewal Date (Staffing Agency Renewal Date): The date the staffing agency's contract or services are up for renewal.
SA Workers Comp Overall Rate (Staffing Agency Workers' Compensation Overall Rate): The total cost of workers' compensation insurance for the staffing agency.
Saved view: In your object homes, a filter created to segment records based on their property values to limit the records you view for analysis.
Task: A to-do reminder that is assigned to a user and associated with a record.
Ticket: The object used to store information about customer queries.
Verbal: Indicates if there has been any verbal agreement or confirmation from the client, often used as a preliminary step before written agreements.