HubSpot serves as an effective marketing automation tool, enabling companies to efficiently handle their contacts and leads. Nevertheless, there may be times when it’s required to switch a contact’s status from non-marketing to marketing or the other way around. This article aims to guide you through the process of making such changes.
Step 1: Log in to HubSpot
The first step is to log in to your HubSpot account. Once you are logged in, navigate to the Contacts tab and select All Contacts from the drop-down menu.
Step 2: Find the Contact
Next, search for the contact whose status you want to change. You can do this by entering their name or email address in the search bar at the top of the page.
Step 3: Change the Status
Once you have found the contact, click on their name to open their profile. In the left-hand column, you will see a section called “Marketing Contact.” Click on the drop-down menu and select either “Yes” or “No” depending on whether you want to change the status to marketing or non-marketing.
Step 4: Save Changes
After changing the status, click on the “Save” button at the top of the page to save your changes. You will now see that the contact’s status has been updated in HubSpot.
Conclusion
Changing a contact’s status from non-marketing to marketing or vice versa is a simple process in HubSpot. By following these steps, you can easily manage your contacts and leads effectively within the platform.