🛠️ How to Update the Associated Labels in HubSpot

❌ Unacceptable Actions Skipping label updates when roles/responsibilities change Applying incorrect or irrelevant labels to a contact Forgetting to click “Save” after updating Updating the wrong contact or company record

✅ Step-by-Step Instructions

1. Log in to HubSpot
   Go to https://app.hubspot.com and log in with your credentials.

2. Navigate to the Agency Company Record

   • On the main dashboard, click “Contacts” in the top menu.

   • Go to the “Contacts” Section Within the Company
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   • Scroll down or navigate to the Contacts card or section.

   • This shows a list of all contacts associated with the company.

     Select the Contact to Be Updated

     • Find the name of the member/contact whose association labels need to be edited.

     • Hover over or click on their name.

3. Click “More” (•••) Next to Their Name

    

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4. Choose “Edit Association Labels”

   • In the dropdown menu, select “Edit association labels”.

5. Select the Labels to Add