# Confluence Extract — Inside Sales

**Exported:** 2026-03-28 08:00 UTC
**Space:** IIB
**Pages included:** 3

## HubSpot Pipeline Guide

**Space:** IIB | **Last updated:** 2026-02-25 by C. Taylor

### Overview
This page covers the standard process for handling hubspot pipeline guide within the Inside Sales team.

### Steps
1. Check inbound documentation in Jira
2. Review website documentation in Confluence
3. Verify referral data in CloudTalk
4. Update inbound documentation in Confluence
5. Escalate inbound status in HubSpot
6. Review outbound compliance in HubSpot

### Key Thresholds
- Items pending > 7 days: Escalate to manager
- Qualified + No Answer = Status conflict, investigate before proceeding

### Contacts
- Team Lead: P. Young
- Escalation: E. Wilson

---

## Call Prep Checklist

**Space:** IIB | **Last updated:** 2026-02-15 by E. Wilson

### Overview
This page covers the standard process for handling call prep checklist within the Inside Sales team.

### Steps
1. Check inbound status in CloudTalk
2. Review website documentation in HubSpot
3. Confirm referral data in Jira
4. Verify website configuration in HubSpot
5. Document outbound compliance in Confluence
6. Escalate website compliance in Confluence

### Key Thresholds
- Items pending > 7 days: Escalate to manager
- Uncontacted + Callback = Status conflict, investigate before proceeding

### Contacts
- Team Lead: Q. Harris
- Escalation: I. Thomas

---

## Competitor Battlecards (OTP, HelloPay)

**Space:** IIB | **Last updated:** 2026-02-02 by J. Roberts

### Overview
This page covers the standard process for handling competitor battlecards (otp, hellopay) within the Inside Sales team.

### Steps
1. Review referral status in Confluence
2. Document partner configuration in Jira
3. Review outbound configuration in CloudTalk
4. Escalate inbound documentation in Confluence
5. Check outbound records in Jira
6. Verify inbound configuration in CloudTalk

### Key Thresholds
- Items pending > 7 days: Escalate to manager
- Closed Lost + Queued = Status conflict, investigate before proceeding

### Contacts
- Team Lead: O. Lewis
- Escalation: Q. Harris

---