Option 1: Use the Global “+” Button
- Click the “+” button located near the search bar within HubSpot.
- Select Create Contact.
Option 2: Create a Contact from the Contacts Page
- Navigate to the Contacts page.
- Click Add Contacts.
- Select Create New.
Enter Contact Information
Enter the contact’s information into the required fields.
If the contact already exists in HubSpot, the system will notify you.
If the contact already exists in HubSpot, the system will notify you and provide a link to the existing record.
If you need to create a new sales opportunity for an existing contact, follow the instructions in: Create a New Sales Opportunity for an Existing Contact
Create an Opportunity (Deal)
During contact creation, HubSpot will ask whether you would like to create a new Opportunity.
Select Yes to:
- Create the Opportunity record
- Assign the appropriate Community Manager
- Associate the Opportunity with the contact
HubSpot will automatically populate the required Opportunity information.
What to do after the opportunity is created
Once the opportunity has been created, additional information must be completed before proceeding.
1. Open the newly created opportunity record.
The opportunity may not automatically open after creation, so you may need to refresh and open it manually.
2. Complete the Demographic Information playbook on the right side of the Opportunity (Deal).
- Enter the information you have.
- Verify the information before saving.
Ownership Guidelines
📢 Important: Contact Owner vs. Opportunity Owner
Sales Counselors should not update the Contact Owner field when creating a new Opportunity.
A contact may be associated with multiple Opportunities involving different Community Managers over time.
The Opportunity Owner (Deal Owner) identifies the Community Manager responsible for that specific sales opportunity and should be assigned accordingly.
Completion
Once the Opportunity has been created, the sales process may begin and the Opportunity will appear in the appropriate sales pipeline.