HubSpot Quick Tips: Contacts, Deals and Tools

C o n t a c t s

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A r d m a c Q u i c k T i p G u i d e

Creating Contacts Manually Creating contacts in HubSpot manually are done so by the following steps: 1. In your HubSpot account, navigate to Contacts > Contacts

2. In the upper right, click Create Contact

3. In the right panel, enter the properties of the contact 4. Additional fields will appear once you’ve filled in the contact’s name and email including, Job Title, contact details, sector, etc. You can also select the person as a marketing contact so that they get the privilege of receiving our Quarterly updates. 5. Once all details are completed click Create Contact at the bottom. If you are looking to create another contact after this one, click Create and add another instead.

Tip: Associating a contact record to other objects,suchascompaniesanddealsallows the team to keep track of the relationships between your objects and allows HubSpot to sync relevant activities between these associated objects.

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