Add a New Account

Smart CRM & Sales Hub CRM
1

This helpful article explains how to switch between multiple accounts - which is working.

However, when I open the All Accounts link, I can’t find the option to add a new account. Has this option been moved or disabled?

2

Hi @SteveVenton,

I can’t find a mention of creating new portals through this dropdown in the article – is this something you remember existing or is this mentioned in the knowledge base? If it’s the latter, could you point out which passage you’re referring to?

Best regards

3

Hi @karstenkoehler

Yes, after creating my first account (for trade contacts), I successfully added an additional account (for retail contacts) and a third account (for freelancers that hire from time to time). I recall it was very easy to do.

Now I want to add another new account (for business partners), but I can’t find the option.

And as you note, despite stating that managing multiple accounts is possible, there is no mention for how to create a new one.

4

Hi @SteveVenton,

Are you sure you need separate portals for different contact types? HubSpot is well equipped to handle segmentation within one portal.

If you need to create another account, you can follow these steps Set up your HubSpot account and create your account via this link: https://app.hubspot.com/signup-hubspot/crm

Best regards

5

Thank you - I’m sorted now!

6

Thank you - I’m sorted