A quick guide on navigation and items in HubSpot
HubSpot may seem complicated at first, but it is a simple tool that allows you to quickly navigate between modules.
Basic CRM
HubSpot's main menu is on the left side of the screen. Here you will see a list of areas that you are able to view. These will change slightly based on a user's permissions.
Typically users are going to work most out of the CRM section. Clicking on this will display the below menu. You can click on any of the below items to begin getting started working in that aread.
Clicking on contacts takes me to the below screen. Depending on user permissions some of the buttons might not be available.
By default, the standard view is all contacts. You can change this by click on the add view button on the right of the screen. You are then able to create a new view. First you will need to give your view a name.
You can create views for companies, deals and tickets the same way as you would for contacts.
Once done, you are able to add additional filters as needed. At the top of the screen are several standard filters that HubSpot provides by default. If you need to add additional filters, use the advanced filters button.
This will allow you to add any additional properties that you need to. You can search for them below. As you apply filters, the number of contacts in that view will change.
Once you have your filters in place you are able to edit the columns that are visible in each view. Click on the edit columns button in the top right of the screen.
The below window will appear. With the left half of the window, you can search for properties you would like to see added. Once you find the column you are looking for, click in the checkbox next to the name and it will be added to the list of columns on the right.
The right side of this menu allows you to remove and reorder your columns. Drag and drop the columns here to rearrange them. If you would like to remove a column from the view, click on the X.
Once you have added all of the columns you need, click on apply. Once your view is set up to how you need it, click on the save icon.
To remove a view that is no longer relevent to you, click on the X next to the tab name.
Creating Objects
To get started creating an object, you will want to use the create button in the top right of the screen.
Clicking on this will pull up this form, allowing you to get started.
Creating companies, deals and tickets works the same way, you will just need to add different properties.
Once all of the information has been added, click on create. Your object has now been created.