Getting Started with Contacts and Companies
      Back to home
      1. Swagelok Bristol Knowledge Centre
      2. HubSpot for Everyone
      3. Getting Started with Contacts and Companies

      How do I create Companies in HubSpot?

      Step by step instructions on how to create a Company in HubSpot

      •HubSpot is a Contact based customer relationship management (CRM) system.

      •It is vital that the information in Contacts and Companies is accurate, up to date and “clean”.

      •It is the responsibility of all users of the HubSpot system to ensure the data that is put into it is accurate.

      •When creating Contacts and Companies, always create the Company first, then the Contact and add the Company to the Contact.

      Picture1

      slide 2

      Picture3 (2)

      Picture4

      Slide 5

      Slide 6

      Slide 7

      Slide 8

      Was this helpful? If you have further questions, please contact the Marcomms Team.