Skip to content
English - United Kingdom
More support
  • There are no suggestions because the search field is empty.

How to create a new contact

While most contacts will be created in bulk through imports, there will always be occasions when you need to create a contact manually. But don't worry, the process couldn't be easier!

  1. From the Contacts page, press the orange button in the top-right 'Add contacts' and then choose 'Create New' Add contact
  2. To create a contact, you will need their First Name, Last Name, and Email. Start the form by entering these details.
  3. When creating the contact, it will automatically assign you as the Contact owner, if this isn't correct, change the owner using the drop-down box, or choose 'No owner'.
  4. Provide as many details as possible for the contact record. Create contact form
  5. When asked for the 'Legal basis for processing contact's data' use this guide to decide:
    1. Legitimate interest - Lead - this is someone who we may need to contact but is not enrolled in a programme
    2. Legitimate interest - Customer - this is someone who receives communication from us and is enrolled in a programme (for example, ECTs, Mentors, Practitioner Network contacts)
    3. Legitimate interest - Other - this is someone who receives communication from us due to other contacts being enrolled in a programme (for example, Induction Tutors, Headteachers, etc.) Legal basis for processing contacts data
  6. When asked to 'Set this contact as a marketing contact', tick this box if the contact will require us to email them. Without ticking this, any outgoing emails sent through HubSpot will not send. Set as a marketing contact
  7. The final step is to associate the contact to their primary company. Use the drop down box to choose their primary company. Their primary company should be:
    1. The school they work at
    2. If they are a trainee, then this would be Manchester Nexus SCITT Contact to company association
  8. If the contact is associated to more than one company, you can do this by pressing '+ Add more'. You can also then choose the Association label for that company. Please note: Only one company can be the Primary company.
  9. To finish, press 'Create'. If you have more than one contact to create, instead you can choose 'Create and add another', this will then open the Create Contact form for you again.