BetaPlan the day with the HubSpot homepage

Use the HubSpot homepage as a central source of information in your HubSpot account. From your homepage, you can continue building content and assets, review and take action on any urgent items, and review personalized recommendations on using HubSpot. 

You may see different elements on your homepage based on your HubSpot subscriptions and usage. For example, if this is your first time using HubSpot, you can work through your onboarding plan and access recommended HubSpot Academy videos.

View the homepage (BETA)

Please note: if you're a Super Admin, you can opt your account into the [New] HubSpot Home Page beta.

From your homepage you can review and engage with the following:

1. In your HubSpot account, navigate to Home.
2. From your homepage review and manage the following.

View the legacy homepage

From the legacy homepage, you can review upcoming meetings, tasks, frequenacadtly visited HubSpot tools and records, recent activity, team collaboration, and Academy lessons.

Review and manage daily to-dos

From your homepage, review and manage the following:

1. Prepare for # high-value meetings today your upcoming meetings: prep for and launch upcoming high-value meetings. 

• • Click a listed meeting to see details about that meeting.

• • Hover over a meeting and click Join to join the meeting when it's occurring. Click Prep to use Breeze Assistant to prep for the meeting.

1. • When the meeting is occurring, click Join to join the meeting.
   • Click Prep for # meetings to use Breeze Assistant to prep for the meeting.
2. Follow up with # of active contacts: reply to contacts who have replied to recent emails.
   • Click a contact name to see details about that contact.
   • Hover over a meeting and click Reply to reply to the email. 
   • Click Show more to expand this section.
3. Your day at a glance: daily review an overview as well as details of:
   
   • Meetings
   • Tasks
   • Deals
   • Metrics

• • Activities
  • Campaigns
  • Tickets

• Click the tabs to move to that tool.
• On each tab, click the dropdown menus to filter the details shown.
• Click the tool name to view more details.

Customize the homepage

1. Click Customize Home.
2. In the dialog box:
   • On the About you tab, describe how you use use the homepage.
   • On the Daily brief tab, click to turn on the toggles on for each feed you want on the homepage.
   • On the Side panel tab, click and drag the tools to reorder how they appear in the Your day at a glance right panel. Click the viewIcon view icon to turn the tools visibility off or on.
3. Click Save.

Use the onboarding plan (Marketing Hub and Sales Hub Professional only)

From your homepage, you can review the lists of tasks required for onboarding and work through your onboarding plan:

1. In your HubSpot account, navigate to Home.
2. In the top right, you can review your progress through the onboarding plan. 
   • To start setting up your content or tool, click the Create [content].
   • To skip a task, click the verticalMenu vertical menu icon and select skip for now. Skipped tasks will be automatically included in the completed tasks. This will update the progress bar accordingly. 
   • To complete a task, click the checkmark icon. After a task is completed, the progress bar will be updated.
   • In the table, click the right arrow next to the onboarding tasks to expand them. Click the button within each task to start the task. 

3. In the Learn and grow section, you can review recommended academy training videos and certifications as part of your onboarding plan. Learn more about HubSpot Academy.