What are the features of the Contacts tool?
The Contacts dashboard (Contacts > All Contacts in your Marketing account or Contacts in the CRM), contains a list of all of your contacts, the date the contact was created, the contact's recent conversion on a landing page, and other information that you can customize. From the dashboard, you can add a new contact, import contacts, and quickly filter and view your contacts based on contact properties. The dashboard is the place to see all of your contacts at a glance.
Next to each contact is a checkbox. If you select the checkbox for one or several contacts, you will see options across the top of the table to take action on these contacts.
You can customize the columns that appear on your dashboard. For instance, you can choose to add a lifecycle stage column so that you can quickly determine the lifecycle of each contact. To personalize the columns, click the Actions dropdown on the Contacts Dashboard and select Edit columns.
Add a contact
The more contacts you have, the bigger your pool is for analyzing your contacts. A large sample size proves better for making accurate analysis, which in turn will help you improve your business's ability to cater to the needs and interests of your contacts.
You can manually add a new contact to your database manually from the Contacts Dashboard by clicking Add contact.
You can then fill in the information you know about the person to create a contact for them in your account. First name, Last name, and email will appear here by default. Fill in the information for one of these properties to see the rest of the default properties that have been set in your account. You can customize the properties that appear in this window from any contact's record. Learn more about this here.
Once you've added the information for your new contact, click Create contact to add a new contact record to your database.
From the Contacts Dashboard, hover over a contact and click Preview to see a quick view of the contact.
Click the contact's name to see the contact's full record. Here you can see information about each contact and the interactions each has had with your site in Contacts Overview. This allows you to easily see a contact's interests and needs through his or her interaction with you. The About section on the left-hand side will show any default properties you've chosen here. Click View all properties to see all the information you have on a contact.
You can also take further action on contacts from contact records, such as adding them to lists, manually enrolling them in workflows, or opting them out of email. If you have enabled the CRM, you'll also see a box above the contact's timeline, from which you can take more actions, such as emailing or calling your contact.
When viewing contacts in the Contacts Overview, take notice of your best customers in order to form helpful analysis. Best customers are those who consistently interact with your website, match social stream results (they talk about your company), and fit well into your personas.
Later in this User Guide, you will learn how to use these contact profiles to gather lead and customer intelligence.
Contacts Settings is where you can create new and edit existing contact properties, customize your contacts display options, design Lead Scoring rules, and read in depth about the different lifecycle stages. You can customize properties and property groups that cater to your needs and personalize the set-up of your properties.
If you are integrated with Salesforce and have Account sync turned on, you can also use Account Properties to create HubSpot account properties and property groups. Contacts Settings is also where you can access your Salesforce Connector settings, as well as settings for any other integrations built by HubSpot.
In the next article in this guide, you will learn how to create custom contact properties and maintain them.