There are certain situations in which you'll want to add one lead or customer to the Contacts tool, without having to upload a spreadsheet to HubSpot.
When you meet a prospect in person and get their business card
When a lead puts you in touch with a colleague
When you close a deal with a prospect who was not in your Contacts database
In HubSpot, you can easily add one contact at a time to your Contacts tool. Here's how:
1. Go to your Contacts tool
Start with your Contacts tool.
2. Add your new contact
Click the Add Contact button at the top of the screen.
Then enter the email address of your new contact and click Create Contact.
3. Enter contact information details
On the Contact Information screen, enter any of the details you know about this contact by clicking Click to edit on any field.
Then enter the information and click OK.
4. Select the contact's lifecycle stage
Edit the Lifecycle Stage field. By default, all new contacts will be marked as Leads. If you're adding a customer, select Customer.
If this contact is a customer, edit the Close Date field so that your Sources metrics will accurately reflect when each of your contacts became a customer.