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Hubspot CRM: Contacts
Set objectives, conduct evaluation meetings, provide feedback
Logging In
Go to https://app.hubspot.com
Log in with your assigned Housing Condito email and password.
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
Go to Contacts > Contacts
Click “Create Contact” (top right)
Fill out key fields:
Name
Email
Phone
Lead Type (use custom property if available)
Source (Website, Referral, Walk-in, etc.)
Notes or relevant infoClick Create
Edit/Update a Contact
Click the contact you want to update
Use the right panel to edit properties
Click Save or Update Properties
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