A glossary for HubSpot Sales Hub

HubSpot Sales Hub is packed with powerful tools designed to help sales teams close deals more efficiently. To make the most of it, it’s essential to understand the key terms and how they fit into your sales process. Here’s a clear, jargon-free glossary of the most important Sales Hub terms.

A

🔹 Activity – Any interaction logged in HubSpot, such as emails, calls, meetings, or notes. Helps track engagement with prospects and customers.

🔹 Appointments – Scheduled meetings with prospects or customers that can be booked through HubSpot’s Meeting tool.

🔹 Automated Sequences – A series of pre-scheduled emails and follow-up tasks that help nurture leads without manual effort

C

🔹 Call Tracking – A feature that logs, records, and analyses sales calls directly within HubSpot to improve follow-ups and coaching.

🔹 Contacts – Individuals stored in HubSpot’s CRM, typically leads, prospects, or customers. Contacts are linked to companies and deals.

🔹 Company Records – A database of businesses in HubSpot, linked to associated contacts, deals, and interactions.

🔹 Conversations Inbox – A shared inbox for managing emails, chats, and other communications across teams.

🔹 Custom Properties – Fields you create in HubSpot to store additional data beyond default properties, like “Contract Renewal Date” or “Product Interest.”

D

🔹 Deals – Opportunities tracked in HubSpot that represent potential revenue. Deals move through pipeline stages until they are won or lost.

🔹 Deal Stage – A step in your sales process, such as “Discovery Call,” “Proposal Sent,” or “Closed Won.” Deal stages help track progress toward closing a sale.

🔹 Documents – A HubSpot feature that allows sales teams to store and share key sales materials, like proposals and case studies while tracking engagement.

🔹 Dashboard – A personalised view of sales performance, including reports, pipeline progress, and key metrics.

E

🔹 Email Templates – Pre-written emails that sales reps can personalise and send quickly to save time and improve consistency.

🔹 Email Tracking – A feature that notifies you when a prospect opens your email or clicks a link, helping with timely follow-ups.

M

🔹 Meetings Tool – A feature that syncs with your calendar, allowing prospects to book time with you without back-and-forth emails.

🔹 Mobile App – HubSpot’s app that allows you to manage deals, contacts, and tasks on the go.

P

🔹 Pipeline – A visual representation of your sales process, showing where deals are in the journey from prospect to customer.

🔹 Playbooks – Interactive sales guides that provide scripts, questions, and best practices to standardise your team’s approach.

🔹 Prospects Tool – A HubSpot feature that tracks which companies visit your website, even if they don’t fill out a form.

Q

🔹 Quotes – A tool that helps create, send, and manage pricing proposals directly within HubSpot, streamlining the closing process.

R

🔹 Reports – Custom or pre-built analytics that track sales performance, team activity, and revenue trends.

🔹 Revenue Forecasting – Predicting future sales revenue based on pipeline data, helping teams set realistic targets.

S

🔹 Sales Analytics – Data-driven insights into sales performance, deal velocity, and rep activity.

🔹 Sales Hub – HubSpot’s suite of tools designed to help sales teams manage leads, automate tasks, and close deals faster.

🔹 Sequences – Automated workflows that send emails and create follow-up tasks to engage leads over time.

🔹 Snippets – Short, reusable text blocks (like introductions or FAQs) that sales reps can insert into emails or chat messages.

T

🔹 Tasks – To-do items in HubSpot that help sales reps stay on top of follow-ups, calls, and next steps.

🔹 Ticketing System – While mainly used for customer service, sales teams can use tickets to track requests or issues that affect deals.

🔹 Templates – Customisable, pre-built assets (emails, reports, quotes) that sales teams use to streamline their processes.

V

🔹 Views (Saved Views) – Filters that allow sales reps to organise and quickly find contacts, companies, or deals based on set criteria.

🔹 Video Messaging – A feature that lets sales reps send personalised video messages to prospects, improving engagement.