Guide to HubSpot's navigation

This article provides an overview of how the HubSpot navigation is organized. You can also find a list of menu items from the previous version of the navigation for Marketing Hub and CRM Free and Sales Hub, with updated navigational instructions for each tool.

How the new navigation is organized

All the HubSpot tools have been organized in a consistent navigation layout for all HubSpot products. Tools are grouped together based on how they support your business process, resulting in fewer clicks and a more streamlined workflow.

An overview of the top-level items in the updated navigation, and the HubSpot tools included in each:

• Contacts: everything related to contacts, companies, and your interactions. This menu includes Contacts, Companies, a customizable Activity Feed, and Lists.
• Conversations: a central space for all of your direct communication with your contacts. This menu includes an Inbox to track engagements, Chatflows, Snippets, and Templates.
• Marketing: all of your marketing tools for content, conversions, and strategy. This menu includes Ads, Email, Social, Website, Files and Templates, Lead Capture, and Planning and Strategy. Menu items with a right arrow iconrighthave additional child items.
  
  
  • Website: all the tools for your web-hosted content. This includes Blog, Landing Pages, and Website Pages.
  • Files and Templates: a central location for your website content and assets. This includes Design Tools (formerly Design Manager), Files (formerly File Manager), HubDB, and Template Marketplace.
  • Lead Capture: everything you use to attract and convert new contacts and customers. This includes CTAs and Forms.
  • Planning and Strategy: all your content creation planning and organization takes place among these tools. This includes Calendar, Campaigns, SEO, and Projects.

• Sales: your sales-specific tools: Deals, Tasks, Documents, Meetings, and Playbooks.
• Service: your service-specific tools: Tickets, Customer Feedback, and Knowledge Base.
• Automation: tools to automated your marketing, sales, and service processes: Sequences and Workflows.
• Reports: analyze trends across all of your HubSpot tools. This menu includes 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.

• Marketplace: HubSpot Marketplace providers 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 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 settings while in certain tools, you may be brought to that tool's specific settings. For example, clicking Settings 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.

• Academy: HubSpot Academy resources are located under your account menu under Academy.

• Account: your account menu in the upper-right corner remains mostly consistent with the classic navigation except for the addition of the Academy. Your Account Settings have been moved from this menu and added to the left sidebar of your general settings (settings icon settings).

Updated navigational instructions for Marketing Hub tools

Previous menu item: new navigational path

Dashboard: Reports > Dashboard

Contacts

• Contacts: Contacts > Contacts
• Companies: Contacts > Companies
• Lists: Contacts > Lists
• Workflows: Automation > Workflows
• Forms: Marketing > Lead Capture > Forms
• Lead Scoring: Settings icon settings th> left sidebar: Properties. Click the HubSpot score property.
• Collected Forms (now non-HubSpot forms): Marketing > Lead Capture > Forms
• Contacts Settings: Settings icon settings th> left sidebar: Marketing > Contacts & Companies

Content

• File Manager: Marketing > Files & Templates > Files
• Design Manager: Marketing > Files & Templates > Design Tools
• Strategy: Marketing > Planning & Strategy > Content Strategy
• Website Pages: Marketing > Website > Website Pages
• Landing Pages: Marketing > Website > Landing Pages
• Blog: Marketing > Website > Blog
• Email: Marketing > Email
• Calls-to-Action: Marketing > Lead Capture > CTAs
• Ads: Marketing > Ads
• Lead Flows (now pop-up forms): Marketing > Lead Capture > Forms
• Marketplace: Marketing > Files & Templates > Template Marketplace
• Content Settings: Settings icon settings th> left sidebar: Marketing

Social

• Monitoring: Marketing > Social
• Publishing: Marketing > Social
• Reports: Marketing > Social
• Social Settings: Settings icon settings th> left sidebar: Marketing > Social

Reports

• Reports Home: Reports > Custom Reports
• Analytics Tools: Reports > Analytics Tools

Productivity

• Projects: Marketing > Planning & Strategy > Projects
• Calendar: Marketing > Planning & Strategy > Calendar
• Campaigns: Marketing > Planning & Strategy > Campaigns

Updated navigational instructions for CRM Free & Sales Hub tools

Previous menu item: new navigational path

Dashboard: Reports > Dashboard

Contacts: Contacts > Contacts

Companies: Contacts > Companies

Deals: Sales > Deals

Tasks: Sales > Tasks

Sales Tools

• Activity Feed: Contacts > Activity Feed
• Snippets: Conversations > Snippets
• Templates: Conversations > Templates
• Sequences: Automation > Sequences
• Documents: Sales > Documents
• Prospects: Reports > Analytics Tools
• Meetings: Sales > Meetings
• Messages: Conversations > Inbox
• Workflows: Automation > Reports

Reports

• Analytics Tools: Reports > Analytics Tools
• Dashboards: Reports > Dashboard

Settings: Settings icon settings th> left sidebar: Sales