Contact Records | Scribe

    Contact Records

    1
    Click on "Contacts" in the navigational menu
    Click on "Contacts" in the navigational menu
    2
    Select "Contacts" again in the navigational menu dropdown
    Select "Contacts" again in the navigational menu dropdown
    3
    Click on the name "Brian Halligan"
    Click on the name "Brian Halligan"
    4
    This is the contact record for Brian Halligan. On the top left sidebar we see the contact's name, job title, and email address.
    This is the contact record for Brian Halligan. On the top left sidebar we see the contact's name, job title, and email address.
    5
    The buttons below the contact name are for logging activities to the contact record.
    The buttons below the contact name are for logging activities to the contact record.
    6
    The "About this contact" is where you can have properties that you would like to see or edit often.
    The "About this contact" is where you can have properties that you would like to see or edit often.
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    Check out this walkthrough for customizing this section:
    7
    The next section down is the contact's Communication subscriptions. This is where you would see the types of email content the contact has opted into receiving.
    The next section down is the contact's Communication subscriptions. This is where you would see the types of email content the contact has opted into receiving.
    8
    The last section on the left sidebar is Website Activity which will show recent page views if you connect HubSpot to your Website.
    The last section on the left sidebar is Website Activity which will show recent page views if you connect HubSpot to your Website.
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    Follow this walkthrough to connect HubSpot to your Website
    9
    In the center section we have an overview tab that shows some Data highlights for the contact record.
    In the center section we have an overview tab that shows some Data highlights for the contact record.
    10
    Recent Activities will show recent communications, form submissions and email tracking information.
    Recent Activities will show recent communications, form submissions and email tracking information.
    11
    Below activities you will be able to see other records that are associated to this contact.
    Below activities you will be able to see other records that are associated to this contact.
    12
    On the right sidebar you will also find records that are associated to this contact.
    On the right sidebar you will also find records that are associated to this contact.
    13
    You can also attach files such as signed agreements, and see which lists the contact is on.
    You can also attach files such as signed agreements, and see which lists the contact is on.
    14
    The remaining sections on the right sidebar only pertain to paid HubSpot subscriptions
    The remaining sections on the right sidebar only pertain to paid HubSpot subscriptions
    15
    At the top of the center section click on the "Activities" tab
    At the top of the center section click on the "Activities" tab
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    The activities tab will show you a timeline of activities from calls, meetings, emails, tasks, notes, lifecycle changes, email/link tracking, form submissions, pageviews, upcoming tasks & meetings and more.
    The activities tab will show you a timeline of activities from calls, meetings, emails, tasks, notes, lifecycle changes, email/link tracking, form submissions, pageviews, upcoming tasks & meetings and more.
    17
    Click "Desktop"