Navigation

Learn how to find what you're looking for in HubSpot.

This article provides an overview of how the HubSpot navigation is organized. In HubSpot, tools are grouped together based on how they support your business processes.

The menu items shown in your account depend on your user permissions and your HubSpot subscription.

Top Navigation Bar

An overview of the items in the top navigation bar:

• Sprocket: Click the sprocket icon to navigate to your default home page.

• Search: The global search bar, used to search your entire HubSpot account for assets, tools, learning resources, and settings.
• Calling: the calling tool.
• Marketplace: The HubSpot marketplaces, including the App Marketplace, Template Marketplace, Solutions Directory, and links to your existing connected apps. HubSpot Marketplace providers also have a Marketplace menu to access Listings, Provider Info, and Transactions.
• Help: HubSpot supports resources. When you click the help icon, a panel will appear with the support resources available for your account's subscription.
• Settings: All your account and product settings are conveniently located in one place. You can access each setting using the left sidebar menu. When you click on "Settings" while working in specific tools, you will be directed to that tool's specific settings. To view all settings, simply click on "Back to all settings" in the upper left corner..
• Notifications: A central place to view your user notifications.
• Account: Click the dropdown menu to access options for account details and services. This menu includes Profile & Preferences, your account Hub ID, Account & Billing, HubSpot Academy, Pricing & Features, Product Updates, Projects, and Training & Services. At the bottom of the dropdown menu, you will find the Sign out option and Privacy policy link.

Navigation Sidebar Menu

The left sidebar menu organizes your account's tools and resources into categories.

• Select a category from the navigation menu to explore the tools within it, then simply click on the tool to access it directly.
• By default, the sidebar is collapsed. To open the sidebar, hover over the menu icons. To keep the navigation menu open click the Keep navigation open icon in the bottom left. 
  
  

An overview of the items in the navigation sidebar, and the HubSpot tools included are as follows:

• Bookmarks: Save your most frequently used menu items. You can save up to five secondary menu items in the Bookmarks section:
  • To add a bookmark to a menu item, hover over the secondary menu item and click the bookmark icon. 
  • To remove a bookmark, hover over the menu item and click the bookmark icon in the main menu or in the Bookmarks section. 
    
    
    
    

• Workspaces: Tools that organize specific daily tasks into one place, including the prospecting, the activity feed (found within the Prospecting workspace), and Help Desk.
• CRM: Home page and tools related to records, interactions, and payments. Click this menu to navigate to records (contacts, companies, deals, tickets, custom objects), target accounts (found within the Companies page), lists, inbox, calls, and tasks.
• Marketing: Tools for marketing content, conversions, and strategy. Click this menu to navigate to campaigns, marketing email, social, ads, forms, CTAs, and SMS. 
• Content: Tools for your web-hosted content. Click this menu to navigate to website pages, landing pages, blog, knowledge base, customer portal, SEO, HubDB, and the design manager.
• Commerce: Tools related to commerce. Click this menu to navigate to quotes, payments, payment links, invoices, products, and subscriptions.
• Automations: Tools to automate actions in your HubSpot account. Click this menu to navigate to workflows, sequences, chatflows, and feedback surveys.
• Reporting & Data: Tools to report your data and to understand and manage the organization of data in your account. Click this menu to navigate to dashboards, reports, sales reporting (found within the Reports page), forecasts, goals, integrations, custom events, the data quality command center, datasets, and the data model explorer.
• Library: includes your templates, meeting scheduling pages, files, documents, playbooks, snippets, and coaching playlists.
• Partners: HubSpot Partners have a Partner menu to access Directory Info and Resources.

List Views on Index Pages

Once you've clicked on one of these objects, you'll be taken to a page with a listing view for that particular object, e.g. clicking on CRM -> Tasks shows "All", "Due today", "Overdue", "Upcoming" tabs so you can focus on what you need more efficiently. 

While you may not need to create your own List Views, here are some basic instructions in case you need to or want to customize what's already available.

• You can easily identify the applied Filters by checking the links below the List View tabs. A number will appear next to the Property being filtered, indicating how many filters are currently refining your List. If you need to search for a different Property to filter on, simply click on the "More Filters" link located at the right end of the Filters line. For more detailed information on Filters, refer to the Reports article in the General category of the Knowledge Base.
• You can easily locate a specific record in your existing List View by entering its Name or Title in the search bar located on the left side under the tabs. As you type, real-time results will be displayed, making it convenient to find the record you're looking for.
• You can Sort the preset columns by clicking on the Property itself or you can Add or Remove or Rearrange Columns by clicking the "Edit Columns" link to the right of the Filters.
• Also, you have the option to select multiple records to update, assign, add to Lists (using the Marketing tool), or even create Tasks by simply clicking on the checkboxes next to the records you want to work with and then clicking on the corresponding Action links that appear next to the search bar.

Profile & Preferences

The top, right-most dropdown, is where you'll get to your Profile & Preferences. 

Here, you can link your Corporate Email and Calendar to HubSpot, making it easier to schedule meetings and send emails within the platform. You can also customize your notification settings for tasks and manage your password and two-factor authentication (2FA). For more detailed information on this topic, refer to a separate article in the General category of the Knowledge Base.

Universal Search

When searching for any record in HubSpot, you can always rely on the magnifying glass icon located at the top right corner of the window. By clicking on it, you can access a list of recently searched records and get real-time results as you type. This universal search function allows you to find all types of objects, such as a Customer Jones Deal or a Customer Jones Contact, by simply entering relevant keywords like "Customer Jon".

Notifications, Home Page Dashboard, and HubSpot Academy

This section can be referred to as Miscellaneous, as it mainly consists of quick, one-click actions that help streamline your tasks (you're almost finished!).

• Clicking the left-most icon along the top (to the left of the Contacts dropdown) takes you to your Default Dashboard (covered in the Dashboard article in the General category of the Knowledge Base).

• Clicking the bell icon on the far right side of the window at the top will show your Notifications - Tasks that are coming up, Comments you've been tagged in, Emails you've received in the HubSpot Inbox. You can click to open them or mark them as Read.

• If you ever feel like there's something missing or you need more information, don't hesitate to reach out to us. You can access HubSpot's training resources by clicking on your profile and selecting HubSpot Academy. Your feedback is valuable to us, so please use the "Feedback & Issues" link at the top and bottom of the page to share your thoughts and help us improve your learning experience.