Add a Contact to a Deal
Ed Frame
9 steps
30 seconds
HubSpot
1
Click "+ Add"
Add an existing Contact to a Deal
2
Click the "Search contacts" field and search for the Contact
3
Select the Contact and click "Next"
4
Click "Save"
Add a new Contact to a Deal
5
Click "Create new"
6
Enter the Contact's details (email, first & last name, etc.)
7
Search for the associated Company and select if they appear
8
Click "Create"
9
The Contact has been created
Add a Contact to a Deal
Ed Frame
9 steps
30 seconds
HubSpot
1
Click "+ Add"
Add an existing Contact to a Deal
2
Click the "Search contacts" field and search for the Contact
3
Select the Contact and click "Next"
4
Click "Save"
Add a new Contact to a Deal
5
Click "Create new"
6
Enter the Contact's details (email, first & last name, etc.)
7
Search for the associated Company and select if they appear
8
Click "Create"
9
The Contact has been created
