How to add a new contact
This will demonstrate how to add a new contact to an existing location.
| 1 | A new contact needs to be entered |
| 2 | Contact information is gathered. name, phone number, email address, and location |
| 3 | Enter the contacts customer number into CUSTHEADCVG |
| 4 | Select the correct location |
| 5 | Click the "new contact" button at the bottom of the More Contact Info section |
| 6 | Enter the contact's information into the required fields |
| 7 | Bring up HubSpot |
| 8 | Click the contacts drop-down menu in the upper left of the website |
| 9 | Click contacts |
| 10 | Click Create Contact button in the upper left of the webpage |
| 11 | Enter the available contact information |
| 12 | Click the "create" button at the bottom of the entry field |