Very rarely a week goes by without witnessing a business mishandling the HubSpot deal pipeline, akin to Trello with 12 stages. My approach? Manage all leads with the prospecting tool.

Only genuine opportunities make it to the pipeline. Here's a simple analogy to distinguish when to add/not to add a deal:

❌ Walking into a Porsche showroom daydreaming about a 911.

✔ Sitting with a salesperson who notes your lease ends in September, you have extra cash, and plan to test drive with your spouse.

Clear distinction, right?

Let's keep it simple when managing leads and deals.