Navigating HubSpot and setting your homepage | Scribe

Navigating HubSpot and setting your homepage

  • HubSpotHubSpot
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By default when you log into HubSpot you will be taken to 'Set up your HubSpot account'
Original HubSpot default page
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Click "Contacts" in the navigation menu
Click on Contacts
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Click "Contacts" from the navigation menu dropdown
Click Contact's from the drop down menu
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This is your contacts index page where you can see and filter through all of your contacts in HubSpot
Contact's index page
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Click on "Contacts" just under the navigation menu
Click on contacts below the main navigation
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You can switch to other object's index pages
Click companies to view your company index page
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You can also click on "Contacts" in the navigation menu
Click the contacts menu option
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Select "Companies' from the navigation menu dropdown
Select companies from the dropdown
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To view deals click "Sales" in the navigation menu
Click Sales in the navigation menu
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Click on Deals from the navigation menu dropdown
Click on Deals from the navigation menu dropdown
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This is your deal pipeline
View your Deal pipeline
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Click on "Sales" in the navigation menu
Click on "Sales" in the navigation menu
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Select "Tasks" from the navigation menu dropdown
Select "Tasks" from the navigation menu dropdown
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View your assigned tasks
View your assigned tasks
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Click "Reporting" from the navigation menu
Click "Reporting" from the navigation menu
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Select "Dashboards" from the navigation menu dropdown
Select "Dashboards" from the navigation menu dropdown
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This is where you can view a collection of reports
This is where you can view a collection of reports
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Click on the settings icon
Click on the settings icon
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Scroll to the bottom of the "Profile" tab to 'Default Home Page'
Scroll to the bottom of the "Profile" tab to 'Default Home Page'
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Select the page you would like to load automatically when you sign into HubSpot