A guide to navigating hubspot

This article includes an overview of how HubSpot's navigation is organized. In HubSpot, tools are grouped based on how they support your business processes.

An overview of the top-level items in the navigation and the HubSpot tools included in each:

Please note: The menu items displayed in your account will depend on your user permissions and HubSpot subscription. Learn more about what tools you have access to in the overview of products and services.

A guide to navigating hubspot

Contacts: Index pages and tool related to contacts, companies and your interactions. Click this menu to go to contacts, companies, calls, the activity feed, lists, and target accounts. Conversations: A centralized area for all your direct communication with your contacts. Click on this menu to go to your inbox and track interactions, chatflows, snippets and templates. Marketing: Marketing tools for content, conversions, and strategy. Click on this menu to access Ads, Email, Landing Pages, Social Media, Website, Campaigns, "Files and Templates", "Lead Capture" and "Planning and Strategy. Menu items with a
Right arrow icon righthave additional subheadings.

A guide to navigating hubspot

Website: All the tools for your web hosted content. This menu includes website pagesBlog and SEO.
Files and templates: A central repository for all your site content and elements. This menu includes design tools, files and HubDB. Lead Capture: Tools to attract and convert new contacts and customers. This menu includes CTAs and forms.

Sales: Your sales-specific tools: Click this menu to access deals, forecasting, tasks, documents, meetings, guides, and quotes. Service: Your customer service specific tools. Click on this menu to access tickets, feedback surveys, and the knowledge base. Automation: Tools to automate marketing, sales, and customer service processes: Click this menu to go to sequences and workflows. Reports: A central place to analyze trends across all your HubSpot tools. Click this menu to access analytics tools, dashboards and reports. Analysis tools: Includes traffic analytics, website analytics, campaign analytics, events, sales content analytics (for your sequences, templates, and documents), competitor analytics, links, prospects, and tracking URL creators.

Global Search: One place to browse your entire HubSpot account. Learn more about what items and information can be found via global search. Marketing: This menu includes the App Marketplace, the Template Marketplace and the Solutions vendor directory. Hubspot Marketplace providers also have a Marketplace menu to access listings, provider information and transactions.
Partner: HubSpot partners have a partner menu to access partner directory info and resources.

Settings settings: All your account and product settings are in one place. Navigate to the relevant part of your settings using the left sidebar menu. When you click on in certain tools "Attitudes"settings, you may be redirected to the specific settings of this tool. For example, if you're on "Settings" settings while you are in the email dashboard, you will be taken to your email settings. You can click on the top left "Back to all settings" Click to view all settings. Notifications: A central place where your user notifications are displayed. Account: Click on the Dropdown menu, to access options for account details and services. This menu includes "Profile& Settings", your Account Hub ID, "Account& Accounting", HubSpot Academy, "Prices& Features", "Product Updates", "Projects", and "Training& Services". At the bottom of the drop-down menu, you can also access "Sign off." Or click on the Privacy Policy view.

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