Navigating HubSpot
HubSpot organises tools based on your business processes. The menu items shown in your account depend on your user permissions and your HubSpot subscription.
Top Navigation Bar
- Sprocket: Go to your home page.
- Search: Find anything in your account.
- Calling: Access the calling tool.
- Marketplace: Explore HubSpot's app and template marketplaces.
- Help: Access support resources.
- Settings: Manage your account settings.
- Notifications: View user notifications.
- Account: Access profile, billing, and training.
Side Bar Menu
- Bookmarks: Save up to five frequently used menu items by clicking the bookmark icon next to them.
- Workspaces: Organise daily tasks in specific areas like Prospecting and Help Desk.
- CRM: Access home pages, records, interactions, and payments for contacts, companies, deals, and more.
- Marketing: Navigate to tools for campaigns, emails, social media, ads, forms, and SMS.
- Content: Manage web-hosted content like website pages, blogs, and SEO.
- Commerce: Access tools for quotes, payments, and subscriptions.
- Automations: Automate actions with workflows, sequences, and surveys.
- Reporting & Data: Report and manage data with dashboards, reports, and integrations.
- Library: Access templates, meeting pages, files, documents, and more.
- Partners: HubSpot Partners can access Directory Info and Resources through the Partner menu.