Contacts

Contacts are stored in HubSpot, such as borrowers, brokers, partners, vendors, or internal stakeholders.

What you’ll use it for:

• Viewing and updating contact information (name, email, phone, company, role)

• Tracking communication history (emails, calls, notes, meetings)

• Seeing a contact’s relationship to deals, tickets, or tasks

• Logging notes and internal comments for team visibility

Why it matters:
Contacts give us a single source of truth for every person we work with, ensuring consistent communication and preventing duplicate outreach.