How to...

You can create new contact records and edit existing ones, as well as qualify contacts, add touchpoints, and import contact records from .CSV files.

Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.

Related Topics:

  • Add a Contact
    When you create a contact record, you are automatically added as a team member for that contact. You must subsequently use the Team tab to describe your relationship to the contact.
  • Edit a Contact
    After you initially create a contact record, you can edit contact information as needed.
  • Add a Contact Address
    You can add two addresses for a contact: a business (firm) address and one other address.
  • Qualifying Contacts
    If your firm uses CRM Plus and enables the Lead Qualification Process in Settings, the Contacts hub includes additional features that allow you to manage the entry and qualification of contacts during the sales process.
  • Activate a Contact
    A contact must be active before you can select it for use.
Parent Topic: Contacts Hub