Navigating HubSpot and setting your homepage | Scribe
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    Navigating HubSpot and setting your homepage

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