Hubspot meeting Ryan -

Offline source: native integration between hubspot so we can create leads as online sources. 
Source URL: We need to tell which one of our marketing channels
Currently Paying Customer - marked true?
Most Recently Purchased "Free Skin Analysis" does not change the lead status it remains as new. Should change to booked online. 
Schedule date: please configure the date and time of thier appointment if they book online. in Scheduled appointment field. Can we add a time stamp?

• In gravity form, it stored as an offline source.
• Currently paying customer was marked as "True"
• Lifestyle change: was reset to nothing - at one point I was a subscriber
• Source: could we get the url at the UTM code it came from - if the lead comes from Google we want to see a GCLID or Faceboook or know it is organic. 
• Where does it show an appointment was made online, how do we indicate to our team that the client booked online in mindbody. I see that it shows a Free Consult in the field but how is that going to relate to lead status so the girls can quickly see the contact booked online which we need to be different than someone who booked over the phone. 

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• New: these are leads you have not yet reached out to. 
  • Suggested saved filter: Contact owner is any of Me | Lead status is any of New | Last contactedis unknown.
  • Suggested action: send initial outreach template/sequence.
• Attempted to Contact: these are leads you have tried to reach out to, but haven't been able to successfully connect with yet.
  • Suggested saved filter: Contact owner is any of Me I Lead status is any of Attempted to Contact I Last contacted is Last Week. Your columns can be Last Contacted, Recent Sales EmailsOpened/Clicked, and Currently in Sequence.
  • Suggested action: send cold lead follow-up template/sequence.
• Connected: these are leads you've been able to make contact with but are not yet opportunities. A lead with this status may still be waiting on a booked meeting with a decision-maker on their team or may still be working to establish a budget.
  • Suggested saved filter: Contact owner is any of Me I Lead status is any of Connected I Last contacted is Last Week. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currently in Sequence.
  • Suggested action: send “Is there anything I can do to help?" template/sequence.
• Open Deal: these are leads that have expressed interest in buying your product or service. You've opened a deal with them. 
  • Suggested saved filter: Contact owner is any of Me I Lead status is any of Open Deal. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currently in Sequence.
  • Suggested action: send “Is there anything I can do to help?" template/sequence.
• Unqualified: contacts may become unqualified for a number of reasons. These are leads that may have told you they're no longer interested in moving forward or leads you've determined aren't a good fit for your product. This status may also indicate an opportunity to send this lead back to your marketing team for a remarketing campaign.