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Sales - How to Use the Buyer Intent Function in HubSpot

The Buyer Intent function in HubSpot is designed to help sales and marketing identify and prioritize leads that are actively researching or considering a purchase. It provides insights based on engagement with the AAHA website.

Navigate to the Marketing menu in HubSpot and click Buyer Intent

Click on the date range of interest to you. 

Scroll Down the Page and Click Show Me Recent Hot Accounts

Or Click the Companies tab at the top of the page. On the companies page make sure "In my target markets" is blue. If not toggle to blue, click save view at the bottom of the page. 

Review company activity and if it looks like a prospect, click the plus sign to add it to HubSpot.

If there are credits available, enrich the record. If there are not credits available, consult with your marketing lead. 

The company will automatically be added to your portfolio. 

You may now view the company and start working the lead. Buyer Intent will be recorded as the lead source. 

 

See Knowledge Base Article on what to do with Closed Lost or Closed Won to determine how Marketing can assist in any future follow up. Click here for that article!