Klicke auf CRM
Durch das Klicken auf den Menüpunkt 'CRM' gelangst du zu den Kundenbeziehungen und -interaktionen, wo du Informationen zu Kontakten, Deals und Aktivitäten verwalten kannst.
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Geteilte Anleitung
"Kontakte Anlegen in Hubspot"
In this how-to guide, you'll learn how to create and manage contacts in HubSpot's CRM system, from accessing the correct menu to filling out essential details like email, names,…
brian.annanIn this how-to guide, you'll learn how to create and manage contacts in HubSpot's CRM system, from accessing the correct menu to filling out essential details like email, names, and job titles. Follow along to effectively organize your contacts and ensure compliance with data protection regulations.
Step-by-step Guide13 Schritte
Klicken Sie auf "Kontakte"
Nachdem Sie auf "Kontakte" geklickt haben, gelangen Sie zu einer Übersicht Ihrer Kontaktliste, wo Sie neue Kontakte hinzufügen oder bestehende verwalten können.
Loading screenshot…100%Click the Add contacts button
This action opens a form where you can enter the details of new contacts to add to your CRM database.
Loading screenshot…100%Click the Create new button
After clicking, a new form will appear allowing you to enter details for a new contact or entry in the CRM system.
Loading screenshot…100%Click here to create a new contact
Selecting this option opens the 'Create Contact' form where you can enter the new contact's email, first name, and last name.
Loading screenshot…100%Type your email address in the Email field
Enter 'max@muster.com' into the Email field to specify the contact's email address. This information will be used for further communication and identification in the CRM system.
Loading screenshot…100%Click the Create Contact area
This action opens a form where you can input details to add a new contact, including fields for email, first name, last name, job title, and phone number.
Loading screenshot…100%Type 'Max' in First Name field
Enter 'Max' into the First Name field to identify the contact. This will help in organizing and managing your contact list effectively.
Loading screenshot…100%Click here to enter details
Click in the text area to input additional information for the new contact, including the last name, job title, and phone number.
Loading screenshot…100%Type 'Muster' in Last Name field
Enter 'Muster' in the Last Name field to specify the contact's surname. This information will be used when creating a new contact entry in the CRM system.
Loading screenshot…100%Click the Create Contact button
This action opens the ‘Create Contact’ form, allowing you to enter the new contact's details such as email, name, and phone number.
Loading screenshot…100%Click the Legitimate interest - Lead option
Selecting the 'Legitimate interest - Lead' option will assign this contact to the specified processing category, ensuring compliance with data protection regulations during the creation of the contact.
Loading screenshot…100%Click the CreateLoading button
Clicking this button initiates the process of creating a new contact within the CRM system, allowing you to fill in relevant details such as email, name, and job title.
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