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.
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Geteilte Anleitung
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.annanIn 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 Schritte
Click the Contacts link
This will open your contacts list, allowing you to view and manage your contacts effectively.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%Click the text area to enter email
This action will allow you to input the email address for the new contact you are creating.
Loading screenshot…100%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.
Loading screenshot…100%Click here to proceed with contact creation
Clicking this link will allow you to continue creating a new contact in the system.
Loading screenshot…100%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.
Loading screenshot…100%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.
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