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Hubspot CRM: Contacts

Set objectives, conduct evaluation meetings, provide feedback


Logging In

  1. Go to https://app.hubspot.com

  2. Log in with your assigned Housing Condito email and password.

  3. Use the main navigation bar to switch between CRM, Marketing, Reporting, and Library.

We categorize contacts into:

  • Tenant Leads (collected from Pararius and Website form)

  • Landlord Leads

Create a New Contact

  1. Go to Contacts > Contacts

  2. Click “Create Contact” (top right)

  3. Fill out key fields:
    Name
    Email
    Phone
    Lead Type (use custom property if available)
    Source (Website, Referral, Walk-in, etc.)
    Notes or relevant info

  4. Click Create


Edit/Update a Contact

  1. Click the contact you want to update

  2. Use the right panel to edit properties

  3. Click Save or Update Properties


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