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Using CRM Features in HubSpot: A Step-by-Step Guide

Step-by-step guide covering: Click the CRM link; Click the Contacts link; Click the Create contact button; Click here to add a new contact.

brian.annanbrian.annan
·12 steps·6 views·Published
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Step-by-step Guide12 steps

  1. Click the CRM link

    Click the CRM link
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click the Create contact button

    Click the Create contact button
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  4. Click here to add a new contact

    Click here to add a new contact
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  5. Type your email address in the Email field

    Type your email address in the Email field
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  6. Click here to enter contact details

    Click here to enter contact details
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  7. Type 'max' in the First Name field

    Type 'max' in the First Name field
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  8. Click the text area to enter email

    Click the text area to enter email
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  9. Type 'muster' in Last name field

    Type 'muster' in Last name field
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  10. Click here to proceed with contact creation

    Click here to proceed with contact creation
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  11. Click the CreateLoading button

    Click the CreateLoading button
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  12. Click the Legitimate interest - Lead option

    Click the Legitimate interest - Lead option
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