Navigating HubSpot and setting your homepage | Scribe

    Navigating HubSpot and setting your homepage

    • |
    • 21 steps |
    • 2 minutes
    1
    By default when you log into HubSpot you will be taken to 'Set up your HubSpot account'
    Original HubSpot default page
    2
    Click "Contacts" in the navigation menu
    Click on Contacts
    3
    Click "Contacts" from the navigation menu dropdown
    Click Contact's from the drop down menu
    4
    This is your contacts index page where you can see and filter through all of your contacts in HubSpot
    Contact's index page
    5
    Click on "Contacts" just under the navigation menu
    Click on contacts below the main navigation
    6
    You can switch to other object's index pages
    Click companies to view your company index page
    7
    You can also click on "Contacts" in the navigation menu
    Click the contacts menu option
    8
    Select "Companies' from the navigation menu dropdown
    Select companies from the dropdown
    9
    To view deals click "Sales" in the navigation menu
    Click Sales in the navigation menu
    10
    Click on Deals from the navigation menu dropdown
    Click on Deals from the navigation menu dropdown
    11
    This is your deal pipeline
    View your Deal pipeline
    12
    Click on "Sales" in the navigation menu
    Click on "Sales" in the navigation menu
    13
    Select "Tasks" from the navigation menu dropdown
    Select "Tasks" from the navigation menu dropdown
    14
    View your assigned tasks
    View your assigned tasks
    15
    Click "Reporting" from the navigation menu
    Click "Reporting" from the navigation menu
    16
    Select "Dashboards" from the navigation menu dropdown
    Select "Dashboards" from the navigation menu dropdown
    17
    This is where you can view a collection of reports
    This is where you can view a collection of reports
    18
    Click on the settings icon
    Click on the settings icon
    19
    Scroll to the bottom of the "Profile" tab to 'Default Home Page'
    Scroll to the bottom of the "Profile" tab to 'Default Home Page'
    20
    Select the page you would like to load automatically when you sign into HubSpot