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Please give me access to this contact record?

The client will ask either for access to a contact record or to be added as secondary contact owner to a contact with a contact email or name

1.To find the contact in the Venture X HubSpot Portal, navigate to the contact list and enter the name or email provided by the client.

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2. After locating the contact record select them to open their contact record view.

3. Navigate to the left panel and scroll down to the 'secondary contact owner' section. Search for the name of the client who made the inquiry and select them from the options provided.

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3. At the very bottom of the contact record click on "save" before you exit.