Start your HubSpot education with a quick overview of HubSpot navigation. Every great journey starts with a map!
The excitement of exploring a powerful CRM platform like HubSpot is often accompanied by a bit of uncertainty and questions. How do I find the right tools for my role? Where can I discover the hidden gems that can transform my business processes? If you're feeling a little overwhelmed, we've got you! We're here to guide you through HubSpot's easy, logical navigation and empower you with the knowledge you need to excel. Let's start by going on a quick video tour of HubSpot navigation.
Video Overview
Takeaways
- User permissions and subscription affect the visibility of menu items.
- Contacts and companies-related pages and tools are found under the "Contacts" navigation item.
- "Conversations" is the central place for direct communication with contacts.
- "Marketing" contains tools for content creation, conversions, and marketing strategy.
- "Sales" is where sales-specific tools and sales-related documents are found.
- "Service" is where customer service tickets and feedback surveys are managed.
- "Automation" is where business workflows are managed.
- "Reporting" contains analytics tools and report dashboards.
- The HubSpot marketplace offers third-party tools that can be added to instances.
- The settings gear is where personal preferences and account settings are managed.
- The phone calling navigation is where phone numbers and management tools are found.
- The bell icon shows all notifications.
- The company name on the navigation bar provides access to HubSpot Academy, training and certification courses, and the project tool.
Transcript
[00:00:11.430]
Let's do a quick overview of how the HubSpot navigation is organized. This will help you get more comfortable with HubSpot quickly and give you a sense of where to find things in your new tool. So in HubSpot, all the tools are grouped together based on how they support your business processes. Also, just a quick note, the menu items that are shown in your account depend on your user permissions and your HubSpot subscription. So there will be some things that may not show up for you. Don't worry about that. That's very normal. So I'm going to be showing you an example of a very fully permissioned HubSpot navigation. And permissions can be changed. So if there's certain things early on in your HubSpot account that you need to access but you haven't been permissioned to access them, that can be fixed very quickly. So let's get started. We're going to start with the contact navigation over here on the far left. And inside contacts, this is where all of the pages and tools related to contacts and companies and your interactions with those contacts and companies live. You'll be able to get to your call features from in here.
[00:01:25.640]
This is where we'll keep information about the target accounts that you're going after that you'd like to do business with. Expenses can be recorded here. Your activity feed can be accessed from here. That's just a broad activity feed of everything that's happening. And then you have lists. And lists are how we organize contacts and companies so that we can communicate with groups of contacts and companies in very targeted ways. So this is your main contact panel, and most people spend a lot of time in here. The next navigation item is your conversations. So this is a central place for all of your direct communication with your contacts. This is where the group inbox is. This is where you put together and monitor chat flows. So these would be automated chat bots that can live on your website or on social media. Snippets are cut and paste content that can be dropped into emails and templates and notes. So the stuff that you type over and over again, we store them as snippets so that you can just drop them in, do a quick tweak to edit them if necessary and save a lot of time.
[00:02:33.570]
And then templates under conversations are templates for emails that you send frequently. So it could be a, Thank you for setting up a meeting with us email, or Here's some helpful information I saw that I thought you might like, email. So that's those kinds of templates. They're just basic email templates. The marketing panel is where all your tools for content creation and conversions and marketing strategy live. So this is where you'll navigate to ads and email and landing pages, all your social media management and tools and analytics, information about all your website tools that includes creating web pages and landing pages, your blog, your SEO management, campaign development for your broader campaign activities. This is where your files and templates will be stored. So it's a central location for your website content and all of your assets for loading into your marketing tools. And then lead capture is where we create the call to action buttons and forms for converting leads. And here you'll notice something called Beta. So over time, this navigation menu does change quite a bit as new features are added. So if you're looking at this video and this doesn't look exactly like to you, like it looks when we recorded it, it's probably because HubSpot is constantly evolving.
[00:04:02.420]
But the organizational logic is the same. Here is the sales navigation. This is where all the sales specific tools related to managing sales deals, sales forecasting, tasks associated with selling. Here's a brand new feature that's just showing up. These are coaching playlists, so we can record calls and then use those calls for sales coaching. So that's a new function. All of your sales documents, meeting links, quick booking of meetings, all your payment functions are in here. Playbooks for sales and service actually are in here. Sales quotes and sales analytics are all accessed from this sales menu. Then we have your service menu. This is where we manage customer service tickets and ticket flows. We can create customer service feedback surveys. The knowledge base is managed from inside here. If you have the Service Pro Functions of HubSpot, then there's a customer portal where you can give customers visibility to their customer service ticket so that they can see the status and track them as they go. The automation menu is where sales, sequences, and business workflows are managed. And then in the reporting navigation, we have all of our analytics tools, report dashboards, individual reports. If you have the Operations Hub Pro, you'll see data management tools like integration tools and data modeling.
[00:05:34.130]
And then here we can set goals relative to business goals we want to achieve for the business related to ways that HubSpot can help accomplish those goals. And then here we have the CRM Development tool, which is if you have developers on your staff, this navigation will take you into all of the tools that developers need. Over here on the right, the HubSpot marketplace is here. The marketplace is filled with extensions, third party tools that you can add to your HubSpot instance that make HubSpot do more things. And you can look in that marketplace and if you see things that you think would be useful for your business, you should definitely talk with your HubSpot administrator about whether or not it makes sense to add any of those tools. Here's the settings gear. In the settings gear, you will get to your personal preferences and settings, but also your system's administrators will manage all of the HubSpot account settings from here. Here is the phone calling navigation. You have phone numbers and phone management tools starting with HubSpot Pro. And if that little circle there is dark, that means that you're not logged in for getting calls or making calls.
[00:06:56.070]
And then when you've clicked on this navigational item and turned your phone calling on, then that little circle turns orange. This bell is where you'll get all your notifications. When you click on your company name, which will be right here, you'll see some additional menus. Here you'll have access to the HubSpot Academy and all of the training and certification courses, as well as down here in training and services. And this is where the project tool lives. And projects is where you can manage more complex projects than just tasks or tickets in your HubSpot environment. And that is the HubSpot navigation. And once you get comfortable with navigating around HubSpot, it will be exciting to see how new services appear within your navigation and how many ways you can use HubSpot to improve your personal performance and your overall business performance.