Lists, Lead Scoring & Workflows

mlevyash
Member

Default view when creating contacts

SOLVE

why is it that when i want to add a contact, the only thing that comes up is email, first name and last name? then once  the contact is created i can go in and add phone #, address, etc...how do i make it so that this isn't a 2-step process and i can just see/add everything at once?

0 Upvotes
1 Accepted solution
cbsembler
Solution
Academy Team
Academy Team

Default view when creating contacts

SOLVE

Hello @mlevyash

 

When looking to adding a new contact and adding properties other than Email, First Name and Last name, once those fields are filled in the pop-out with load with your other properties. I have included a video of what this looks like:ContactCreation.gif

 

Best, 

Courtney Sembler 

Inbound Professor 

Courtney Sembler,
HubSpot Academy

View solution in original post

0 Upvotes
1 Reply 1
cbsembler
Solution
Academy Team
Academy Team

Default view when creating contacts

SOLVE

Hello @mlevyash

 

When looking to adding a new contact and adding properties other than Email, First Name and Last name, once those fields are filled in the pop-out with load with your other properties. I have included a video of what this looks like:ContactCreation.gif

 

Best, 

Courtney Sembler 

Inbound Professor 

Courtney Sembler,
HubSpot Academy
0 Upvotes