How to Create a New Contact in B2B Hub

Learn how to effortlessly create and manage contacts in B2B Hub with our step-by-step guide. Keep your business relationships organized and accessible with ease

Step 1: Access the Quick Access Menu

Start by logging in to B2B Hub.

Step 2: Choose "Add a New Contact"

Click the "+" symbol at the upper right and select "Add a New Contact." This action will initiate the contact creation process.

Step 3: Fill in Contact Details

Now, you'll need to input the contact's details. In the example given, the user adds a business partner named James. Start by entering James's full name (James Tuckerman). Then, proceed to enter his email address.

Step 4: Provide Additional Information

B2B Hub allows you to include more details about the contact. You can add phone numbers, the company name, and even assign tags for better organization. Tags can help you categorize your contacts, and in the example, we're adding a tag to James' record as a "customer."

Step 5: Include Relevant Information

If there's any other relevant information about the contact, such as their job title or personal preferences, you can include it here. This section is flexible and can be customized to your needs.

Step 6: Social Media Data (if applicable)

B2B Hub also allows you to add social media information for your contacts. If James has any social media profiles that are relevant, you can enter them here.

Step 7: Add the Contact

Once you've filled in all the necessary details, scroll down, and you'll find an option to "Add this person." Click on it to finalize the contact creation process.

Step 8: Find Your Contact

To access your newly created contact, go to the appropriate section of B2B Hub. You can click on "Leads," "Contacts," or "Followers," depending on how you want to categorize James.

You should find James listed in your CRM, and you can click on his name to view his contact record.