Setting up additional accounts

Smart CRM & Sales Hub Account & Settings
1

I am wanting to set up another separate CRM for buyers contracts to sit alongside my current sales leads CRM database.
I am looking for a way to have this new account added to my current list of accounts so that I can switch between accounts without leaving Hubspot.
Can anyone tell me how to do this please ?

2

Hi @paulcollyer1,

Sure, HubSpot makes switching accounts very easy: Manage multiple HubSpot accounts

Best regards!

3

Thank you, but I am trying to open a new account to add to the existing, this only provides instructions on how to switch accounts one already set up
Can you assist in showing me how to add a new account to my existing portfolio - I want to be able to switch from within the app.
Many thanks
Paul

4

Hi @paulcollyer1,

You can’t add a new HubSpot portal within your existing one. You can however create multiple portals and switch between them. To create a new one, simply follow the buttons here: Streamline Your Entire Business With a Free CRM | HubSpot

Best regards

5

This makes no sense and does not show as an option on the page linked. What are you talking about as far as “portals”?