HubSpot - Create Contact

Contacts uploaded on HubSpot come from different lead sources such as; Webmail, One flare, Muval etc.

As a sales rep it is your responsibility to make sure potential leads are always are always uploaded to HubSpot for easier tracking and see right away if a lead requires a follow up. To Create a contact follow the steps below. 

Creating Contact

1. Take note of customer details from a lead source (One flare, Webmail or Muval etc.) refer to the example below as a reference (Lead from website)

2. From your HubSpot home Page click on the "Create Contact" button on the upper right corner and fill out the necessary information

3. After saving the customer's contact you should find their name on the contact list from the homepage. Click the customer name you've create to expand his profile and view more options