HubSpot Fixes - No Plan

1. Log into HubSpot
2. Click Contacts and then Contacts again
   
3. Click "Add view" in the right corner
   
4. Search for "FIX" and select the one that says "FIX - No Plan"
5. Click the view so you see the contacts in that list
6. Skip all the employee and test accounts
7. Select a contact record from the list
8. You will need to find the same contact in PRO
   1. Log into PRO
   2. Click "Admin" 
   3. Hover your mouse over Users and then click "Manage Users" 
   4. Search for the user in PRO
   5. Click on their name to pull up their user record
9. Under the Profile Tab
    
10. Find HubSpot ID
11. You will need to see if this HubSpot ID matches what is in HubSpot
    1. The number in this field 
    2. The number in the url of HubSpot
12. If these are different, it means that you are looking at a duplicate account that will need to be merged. 
13. Change the number in the url to reflect what is in PRO and click enter
14. Now you will be at the correct profile
15. Click "Actions" in the top-right next to their name
16. Click "Merge"
    
17. Type the name of the agent and you will see one that is greyed out (the one you are on - primary, and another one that is available to click (this is the incorrect one)
18. Click the one available to click and then press "Merge"
19. The page will refresh and now the contact has been merged.
20. Check - repeat steps 2-6 and you will see their name has been removed from the list.