Last updated: July 2, 2021
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.
An overview of the top-level items in the navigation, and the HubSpot tools included in each:
Please note: the menu items shown in your account depend on your user permissions and your HubSpot subscription. Learn more about which tools you have access to in the Product & Services catalog.
- Contacts: index pages and tools related to contacts, companies, and your interactions. Click this menu to navigate to Contacts, Companies, Calls, the Activity Feed, Lists, and Target Accounts.
- Conversations: a central space for all of your direct communication with your contacts. Click this menu to navigate to your Inbox to track engagements, Chatflows, Snippets, and Templates.
- Marketing: marketing tools for content, conversions, and strategy. Click this menu to navigate to Ads, Email, Landing Pages, Social, Website, Campaigns, Files and Templates, Lead Capture, and Planning and Strategy. Menu items with a right arrow iconhave additional child items.
-
- Website: all the tools for your web-hosted content. This menu includes Website Pages, Blog, and SEO.
- Files and Templates: a central location for your website content and assets. This menu includes Design Tools, Files, and HubDB.
- Lead Capture: tools used to attract and convert new contacts and customers. This menu includes CTAs and Forms.
- Sales: your sales-specific tools. Click this menu to navigate to Deals, Forecast, Tasks, Documents, Meetings, Playbooks, and Quotes.
- Service: your service-specific tools. Click this menu to navigate to Tickets, Feedback Surveys, and Knowledge Base.
- Automation: tools to automate your marketing, sales, and service processes. Click this menu to navigate to Sequences and Workflows.
- Reports: a central space to analyze trends across all of your HubSpot tools. Click this menu to navigate to Analytics Tools, Dashboards, and Reports.
- Analytics Tools: includes Traffic Analytics, Website Analytics, Campaign Analytics, Events, Sales Content Analytics (for your sequences, templates, and documents), Competitors, Links, Prospects, and Tracking URL Builder.
- Global search: a space to search your entire HubSpot account. Learn more about which objects and information can be found via global search.
- Marketplace: this menu includes the App Marketplace, Asset Marketplace, and the Solutions Directory. HubSpot Marketplace providers also have a Marketplace menu to access Listings, Provider Info, and Transactions.
- Partners: HubSpot Partners have a Partner menu to access Directory Info and Resources.
- Settings : all of your account and product settings are located in one place. Navigate to each of your settings using the left sidebar menu. When clicking Settings while in certain tools, you may be brought to that tool's specific settings. For example, clicking Settings while on the email dashboard, will bring you to your email settings. You can click Back to all settings in the upper left to see all settings.
- 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 can also click to Sign out or view the Privacy policy.
