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Select Contacts and Companies 📺

Working with records in HubSpot enables your team to record and retrieve information on your business relationships and processes, maintaining consistency across your organization.

Work with an Object

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
    • Custom objects (Equipment etc): In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
  • On the record index page, locate the record you want to work with and click the name.

 

HubSpot Knowledge Base: Create contacts

HubSpot Knowledge Base: Work with contacts

HubSpot Knowledge Base: Understand marketing contacts