Hubspot Sales Discovery

Sales Discovery Hubspot

Used by sales reps for a discovery qualification call

Discovery/Qualification Call & Proposal Request

Please fill out this form while on the phone having a discovery call and ONLY if it’s qualified. Submitting this form will move the deal to Qualified stage.
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Existing Handset Types(Required)
What do they currently have?

Proposal Request

Provide all the information below so we can create a custom proposal for your customer.
How many knowledge workers need phones?
Vertical focused license for retail and restaurants. These licenses share a single phone number and do not include features for knowledge workers.
For phones without named users, like paging adapters, breakout rooms, conference rooms, wall phones.
What features are they interested in?(Required)
Please add quantities in the notes for any of these items.
Deal Qualification(Required)
This field is for validation purposes and should be left unchanged.

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