Tips, Tricks & Best Practices

JHebert
Participant

Create Contacts

SOLVE

Does it make sense to create a Contact for registered users of HubSpot, like members of the Sales Team?

 

The admin for our HubSpot instance created contacts for the Sales Director and Salespeople. Does this make sense since these contacts will never become customers, are employees, and will never be sold any products?

Can this create problems?

Are these contacts required to use HubSpot?

Thank you

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Contacts

SOLVE

Hi @JHebert,

 

It can make sense to create contact records for employees. Usually this happens organically when users want to test certain things (submit a form, log an activity).

 

If you have a Professional subscription, you can label/tag these contacts by setting a value in a custom property or use the existing Persona property. It should be easy to identify all these contacts by filtering for Email domain. If you do this, you can exclude the contacts from views, reports etc – this would otherwise be the main issue with having them in your CRM.

 

As far as potential problems go, these contacts might count towards your total billable contacts.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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JHebert
Solution
Participant

Create Contacts

SOLVE

Hello Karsten,

Thank you for your explanation. It does help to explain how they might have been created or why, i.e., testing, etc. I appreciate the potential impact of those contacts possibly counting toward one's billable contacts; we wouldn't want that. Thank you also for the suggestions for excluding the contacts from views, reports etc. 

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5 Replies 5
JHebert
Solution
Participant

Create Contacts

SOLVE

Hello Karsten,

Thank you for your explanation. It does help to explain how they might have been created or why, i.e., testing, etc. I appreciate the potential impact of those contacts possibly counting toward one's billable contacts; we wouldn't want that. Thank you also for the suggestions for excluding the contacts from views, reports etc. 

0 Upvotes
NKieran6
Contributor

Create Contacts

SOLVE

Yes, I see this quite alot in client's accounts 🙂  Usually it happens through testing forms / landing pages or to create a 'seed' list for testing. As mentioned above you can create a list filtered on email domain or company name to keep an eye on how there are so it doesn't affect the number in your counted contacts or reports. 

JHebert
Participant

Create Contacts

SOLVE

Thank you very much for your response!

Jonathan

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Create Contacts

SOLVE

Thanks for sharing, @NKieran6!


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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create Contacts

SOLVE

Hi @JHebert,

 

It can make sense to create contact records for employees. Usually this happens organically when users want to test certain things (submit a form, log an activity).

 

If you have a Professional subscription, you can label/tag these contacts by setting a value in a custom property or use the existing Persona property. It should be easy to identify all these contacts by filtering for Email domain. If you do this, you can exclude the contacts from views, reports etc – this would otherwise be the main issue with having them in your CRM.

 

As far as potential problems go, these contacts might count towards your total billable contacts.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.