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

In this step-by-step video guide, you'll learn how to effectively utilize the CRM features in HubSpot by managing and creating new contacts.

brian.annanbrian.annan
·12 steps·822 views·Published

In this step-by-step video guide, you'll learn how to effectively utilize the CRM features in HubSpot by managing and creating new contacts. Follow along as we demonstrate navigating the interface, entering essential contact information, and understanding the implications of associating contacts with legitimate interests.

Step-by-step Guide12 steps

  1. Click the CRM link

    Clicking the 'CRM' link will take you to the Customer Relationship Management section where you can manage customer interactions and data.

    Click the CRM link
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  2. Click the Contacts link

    This will open your contacts list, allowing you to view and manage your contacts effectively.

    Click the Contacts link
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  3. Click the Create contact button

    This action opens a form where you can enter details for a new contact. Fill in the required information to save the contact in your list.

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

    This will initiate the process to create a new contact, allowing you to input essential information such as name and email.

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

    Enter 'max@muster.de' in the Email field to provide your contact's email address. This information will be saved as part of the contact details.

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

    This textarea allows you to input additional information about the contact. After clicking, you can type in relevant details and proceed to save the contact.

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

    Enter 'max' in the First Name field to specify the contact's first name. This will be saved as part of the new contact information.

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

    This action will allow you to input the email address for the new contact you are creating.

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

    Enter 'muster' into the Last name text area to specify the contact's last name. This information will be saved alongside other details for the new contact.

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

    Clicking this link will allow you to continue creating a new contact in the system.

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

    This action initiates the process to create a new contact. Once clicked, the necessary fields for entering contact information will become available.

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

    Selecting this option will associate the contact with legitimate interest for processing their data. Ensure that you understand the implications of this choice.

    Click the Legitimate interest - Lead option
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