Contact Management
Managing the LIA staff list. Finding contacts, editing records, adding new staff, and creating saved views.
- How to update active segments/lists
- Video: Creating a Segment/List
- Video: Home Visiting - HubSpot Segments & Emails
- Creating Your Personal View
- Adding New Contacts
- Managing Your LIA Staff List in HubSpot
- How to Find Specific Contacts or Groups
- Editing Contact Information
- Contact Management Quick Reference