Contact Management Quick Reference
One-page reference card for the most common contact management tasks.
Quick Reference: Common Contact Tasks
Find a Contact
Use the global search bar at the top of HubSpot and type the person's name or email. For browsing or group lookups, go to Contacts > Contacts and apply filters or use a saved view.
Add a Contact
Go to Contacts > Contacts, click Create contact, and fill in name, email, role, zone, supervisor, and associated LIA company. Search first to avoid duplicates.
Edit a Contact
For a quick single-field update, hover over the field in the list view and click to edit inline. For multiple fields, click the contact to open the preview panel, or open the full record for complete editing.
Filter by LIA or Zone
In Contacts > Contacts, click Add filter and select the Associated Company property (for LIA) or the LIA Zone property (for zone). Save as a view if you use this filter regularly.
View by Supervisor
In Contacts > Contacts, click Add filter, select the Supervisor property, and enter the supervisor's name.
Mark a Contact Inactive
Do not delete contacts when staff leave. Open the contact's full record and update the status or active/inactive property to reflect that they are no longer active. This preserves their history in the system.
View All Staff at a Specific LIA
Go to Contacts > Companies, search for the LIA agency name, open the company record, and view the associated contacts listed in the right panel.