1. Navigate to https://app.hubspot.com and select CRM.
2. Click Contacts.
3. Click the "Search name, phone, email addresses, or company" field.
4. Type contact name, email address, phone, or company name
5. If your search returns no results, click "add contact"
6. Click the "Email" field and enter contact's email
7. Enter contact's first name
8. Click the "Last name" field and enter last name.
9. Click the "Job title" field and add job title, if known
10. Click the "Phone number" field and add phone number, if known
11. Click "Lifestyle stage" and enter stage from dropdown
12. Click "Lead status" and choose the type based on the dropdown choices
13. Click "Legal basis" and choose based on the dropdown choices
15. Set contact as a marketing contact by clicking the box
16. Click "Create"
17. To add company to this contact, click on the plus (+) sign above the list of
companies
18. Click "Add existing" and search for a company already in the system
19. Click on company you wish to link to contact
20. Click "Next"
21. Click "Save"
22. Go to the company entry and if there is an indication that Breeze Intelligence is available, click Enrich.
22. Click Enrich Record
