HubSpot Knowledge - Contact / Company / Deal records
Zoom training (January 20th, 2022):
(Passcode: U@LGEvJ3)
To look for a specific contact/company/deal, first navigate to the tool bar at the top and click on Contacts and select Contacts/Companies in the drop-down menu.
On the new page that loads, enter what you are looking for in the search bar. You can also change the type of property you are searching for by clicking Contacts on this new page to change it to Companies/Deals for a new type of search.
Alternatively, you can perform search functions by clicking the search bar on the right-hand side of the page at the top right-hand corner.
There are quick and easy ways to search for these properties.
For contacts, you can search by:
First name - Last name - Email address - Phone number - Email domain (most successful method usually)
For companies/deals, you can search by:
Company name - Zip code (most successful method usually) - Activation code - Phone number - Email domain