Overview of HubSpot's New Navigation for Admins
HubSpot has announced that they are switching over their navigation starting in May. With this update, the navigation will be switched over to the left-hand side of your screen and will have shifted some items around. As you're getting used to the new navigation, we have put together this guide to walk you through the important elements from an admin perspective and where they now live.
Collapsing the Navigation
1. The new HubSpot navigation will appear on the left-hand side of your screen
You'll notice that the buckets where different features are located have been updated. There are some from the old navigation, like Sales, that no longer exist. There are some that are new, like Content.
2. If you want to collapse the navigation to give your screen more space, Click the arrow at the bottom of the navigation
3. The navigation will now be collapsed and will pop open if you hover over it
Note: To re-open the navigation, click on the arrow button at the bottom of the navigation again.
Accessing Items Under Workspaces
This includes Prospecting, the Help Desk, and the Customer Success workspace.
4. Click on Workspaces
5. Click on Prospecting…
6. This is where you can access the Prospecting workspace
The Prospecting workspace allows you to manage your daily workload in one place. Here you can review your goals and progress, execute your tasks and review your schedule and sales feed.
7. Click on Workspaces
8. Click on Help Desk…
9. This is where you can access and utilize the Help Desk
Here you can deliver personalized, AI powered support and keep track of customer requests in one place.
10. Click on Workspaces
11. Click on Customer Success…
12. This is where you can access the Customer Success workspace
This workspace is designed to help customer success managers drive their book of business and increase retention. This workspace reminds CSMs of their daily tasks, allows them to create custom views of their most important segments, and helps monitor activities from key accounts.
Accessing Items Under CRM
This includes Contacts, Companies, Deals, Tickets, Custom Objects (listed by name), and Tasks.
13. Click on CRM
14. Click on Contacts
15. This is where you can access all of the Contacts in the database
16. Click on CRM
17. Click on Companies
18. This is where you can access all of the Companies in the database
19. Click on CRM
20. Click on Deals
21. This is where you can access, manage and create Deals in the database
22. Click on CRM
23. Click on Tickets
24. This is where you can access, manage and create Tickets
25. Click on CRM
26. You can access all Custom Objects in your system underneath Tickets
Custom Objects will be listed by name.
27. Click on Tasks
28. This is where you can access, manage and create Tasks
Accessing Items Under Commerce
This includes Commerce Hub, Payments, Invoices, Payment Links, Quotes, Products and Subscriptions.
29. Click on Commerce
30. Click on Commerce…
31. This is where you can access and manage Commerce Hub
Commerce Hub includes all the tools you need to manage payments. Request and collect payments, streamline subscriptions and utilize automation and reporting.
32. Click on Commerce
33. Click on Payments
34. This will also take you into the Commerce Hub
Note: Payments and Commerce Hub are one in the same now, so clicking Payments will redirect you to Commerce Hub.
35. Click on Commerce
36. Click on Invoices
37. This is where you can access, manage and create Invoices
38. Click on Commerce
39. Click on Payment Links
40. This is where you can access, manage and create Payment Links
41. Click on Commerce
42. Click on Quotes
43. This is where you can access, manage and create Quotes
44. Click on Commerce
45. Click on Products
46. This is where you can access, manage and create Products
47. Click on Commerce
48. Click on Subscriptions
49. This is where you can access, manage and create Subscriptions
Accessing Items Under Automations
This includes accessing Workflows.
50. Click on Automations
51. Click on Workflows
52. This is where you can access, manage and create Workflows
Accessing Items Under Reporting & Data
This includes Dashboards, Reports, Forecast, Goals, Integrations, Data Quality, Datasets, and Data Model.
53. Click on Reporting & Data
54. Click on Dashboards
55. This is where you can access, manage and create Dashboards
56. Click on Reporting & Data
57. Click on Reports
58. This is where you can access, manage and create Reports
59. Click on Reporting & Data
60. Click on Forecast
61. This is where you can access and monitor your Forecast along with create and edit your goals
62. Click on Reporting & Data
63. Click on Goals
64. This is where you can access, manage and create Goals
65. Click on Reporting & Data
66. Click on Integrations
67. This will bring you into Settings where you can manage your Connected Apps
68. Click on Reporting & Data
69. Click on Data Quality
70. This is where you can access the Data Quality command center
The Data Quality command center shows an overview of how data is stored in your HubSpot CRM, and highlights potential issues with your data.
71. Click on Reporting & Data
72. Click on Datasets
73. This is where you can access, manage and create Datasets
A dataset is a collection of data from across your HubSpot account that can be used in custom reports.
74. Click on Reporting & Data
75. Click on Data Model
76. This is where you can access and manage your Data Model
The Data Model overview displays the relationships between your account's objects, properties and activities. This can help you set up imports, reports and autoation.
Accessing Items Under Library
This includes accessing Coaching Playlists.
77. Click on Library
78. Click on Coaching Playlists
79. This is where you can access, manage and create playlists for coaching
Here you can create playlists of calls for your team to listen to to increase their sales performance.
80. Congratulations, you've made it to the end of the HubSpot navigation updates for Admins!