Navigating HubSpot and setting your homepage
This guide provides step-by-step instructions on how to navigate HubSpot and set your homepage. It covers various sections such as contacts, companies, deals, tasks, reporting, and dashboards. Setting a default homepage allows you to quickly access the most relevant information for your business. The guide suggests options like deals, tasks, and dashboards but also encourages updating it based on your preferences. By following these instructions, you can optimize your HubSpot experience and streamline your workflow.
Ben Weeks
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21 steps
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2 minutes
HubSpot
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By default when you log into HubSpot you will be taken to 'Set up your HubSpot account'
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Click "Contacts" in the navigation menu
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Click "Contacts" from the navigation menu dropdown
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This is your contacts index page where you can see and filter through all of your contacts in HubSpot
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Click on "Contacts" just under the navigation menu
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You can switch to other object's index pages
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You can also click on "Contacts" in the navigation menu
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Select "Companies' from the navigation menu dropdown
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To view deals click "Sales" in the navigation menu
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Click on Deals from the navigation menu dropdown
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This is your deal pipeline
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Click on "Sales" in the navigation menu
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Select "Tasks" from the navigation menu dropdown
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View your assigned tasks
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Click "Reporting" from the navigation menu
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Select "Dashboards" from the navigation menu dropdown
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This is where you can view a collection of reports
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Click on the settings icon
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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