Overview of HubSpot's New Navigation for Sales Users

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 that will walk you through the important elements from a sales perspective and where they now live.

Collapsing the Navigation

  1. 1. The new HubSpot navigation will appear on the left-hand side of the 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.

    The new HubSpot navigation will appear on the left-hand side of the screen

  2. 2. If you want to collapse the navigation to give your screen more space, Click the arrow at the bottom of the navigation

    You can click this button again to keep the navigation open.

    If you want to collapse the navigation to give your screen more space, Click the arrow at the bottom of the navigation

Accessing Items Under Workspaces

This includes accessing Customer Success.

  1. 3. Click on Workspaces

    Click on Workspaces

  2. 4. Click on Customer Success…

    Click on Customer Success…

  3. 5. 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.

    This is where you can access the Customer Success workspace

Accessing Items Under CRM

This includes Contacts, Companies, Deals, Tickets, Custom Objects (listed by name), Calls and Tasks.

  1. 6. Click on CRM

    Click on CRM

  2. 7. Click on Contacts

    Click on Contacts

  3. 8. This is where you can access the Contacts in your database

    This is where you can access the Contacts in your database

  4. 9. Click on CRM

    Click on CRM

  5. 10. Click on Companies

    Click on Companies

  6. 11. This is where you can access the Companies in your database

    This is where you can access the Companies in your database

  7. 12. Click on CRM

    Click on CRM

  8. 13. Click on Deals

    Click on Deals

  9. 14. This is where you can access, manage and create Deals in your database

    This is where you can access, manage and create Deals in your database

  10. 15. Click on CRM

    Click on CRM

  11. 16. Click on Tickets

    Click on Tickets

  12. 17. This is where you can access, manage and create Tickets in the system

    This is where you can access, manage and create Tickets in the system

  13. 18. Click on CRM

    Click on CRM

  14. 19. This is where you can access any Custom Objects

    Your Custom Objects will be listed by name underneath Tickets.

    This is where you can access any Custom Objects

  15. 20. Click on Calls

    Click on Calls

  16. 21. This is where you can access Calls in the database

    This is where you can access Calls in the database

  17. 22. Click on CRM

    Click on CRM

  18. 23. Click on Tasks

    Click on Tasks

  19. 24. This is where you can access, manage and create Tasks

    This is where you can access, manage and create Tasks

Accessing Items Under Commerce

This includes Commerce Hub, Payments, Invoices, Payment Links, and Quotes.

  1. 25. Click on Commerce

    Click on Commerce

  2. 26. Click on Commerce…

    Click on Commerce…

  3. 27. 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.

    This is where you can access and manage Commerce Hub

  4. 28. Click on Commerce

    Click on Commerce

  5. 29. Click on Payments

    Click on Payments

  6. 30. 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.

    This will also take you into the Commerce Hub

  7. 31. Click on Commerce

    Click on Commerce

  8. 32. Click on Invoices

    Click on Invoices

  9. 33. This is where you can access, manage and create Invoices

    This is where you can access, manage and create Invoices

  10. 34. Click on Commerce

    Click on Commerce

  11. 35. Click on Payment Links

    Click on Payment Links

  12. 36. This is where you can access, manage and create Payment Links

    This is where you can access, manage and create Payment Links

  13. 37. Click on Commerce

    Click on Commerce

  14. 38. Click on Quotes

    Click on Quotes

  15. 39. This is where you can access, manage and create Quotes

    This is where you can access, manage and create Quotes

Accessing Items Under Automations

This includes accessing Workflows and Sequences.

  1. 40. Click on Automations

    Click on Automations

  2. 41. Click on Workflows

    Click on Workflows

  3. 42. This is where you can access, manage and create Workflows

    This is where you can access, manage and create Workflows

  4. 43. Click on Automations

    Click on Automations

  5. 44. Click on Sequences

    Click on Sequences

  6. 45. This is where you can access, manage and create Sequences

    This is where you can access, manage and create Sequences

Accessing Items Under Reporting & Data

This includes Dashboards, Reports, Forecast, Goals, and Datasets.

  1. 46. Click on Reporting & Data

    Click on Reporting & Data

  2. 47. Click on Dashboards

    Click on Dashboards

  3. 48. This is where you can access, manage and create Dashboards

    This is where you can access, manage and create Dashboards

  4. 49. Click on Reporting & Data

    Click on Reporting & Data

  5. 50. Click on Reports

    Click on Reports

  6. 51. This is where you can access, manage and create Reports

    You can view reports individually or add them to dashboards.

    This is where you can access, manage and create Reports

  7. 52. Click on Reporting & Data

    Click on Reporting & Data

  8. 53. Click on Forecast

    Click on Forecast

  9. 54. This is where you can access and monitor your Forecast along with create and edit your goals

    This is where you can access and monitor your Forecast along with create and edit your goals

  10. 55. Click on Reporting & Data

    Click on Reporting & Data

  11. 56. Click on Goals

    Click on Goals

  12. 57. This is where you can access, manage and create Goals

    This is where you can access, manage and create Goals

  13. 58. Click on Reporting & Data

    Click on Reporting & Data

  14. 59. Click on Datasets

    Click on Datasets

  15. 60. 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.

    This is where you can access, manage and create Datasets

Accessing Items Under Library

This includes Templates, Meetings Scheduler, Files, Documents, Playbooks, Snippets, and Coaching Playlists.

  1. 61. Click on Library

    Click on Library

  2. 62. Click on Templates

    Click on Templates

  3. 63. This is where you can access, manage and create Templates

    This is where you can access, manage and create Templates

  4. 64. Click on Library

    Click on Library

  5. 65. Click on Meetings Scheduler

    Click on Meetings Scheduler

  6. 66. This is where you can access, manage and create scheduling pages

    This is where you can access, manage and create scheduling pages

  7. 67. Click on Library

    Click on Library

  8. 68. Click on Files

    Click on Files

  9. 69. This is where you can access, manage and upload Files

    This is where you can access, manage and upload Files

  10. 70. Click on Library

    Click on Library

  11. 71. Click on Documents

    Click on Documents

  12. 72. This is where you can access, manage and upload Documents

    This is where you can access, manage and upload Documents

  13. 73. Click on Library

    Click on Library

  14. 74. Click on Playbooks

    Click on Playbooks

  15. 75. This is where you can access, manage and create Playbooks

    This is where you can access, manage and create Playbooks

  16. 76. Click on Library

    Click on Library

  17. 77. Click on Snippets

    Click on Snippets

  18. 78. This is where you can access, manage and create Snippets

    This is where you can access, manage and create Snippets

  19. 79. Click on Library

    Click on Library

  20. 80. Click on Coaching Playlists

    Click on Coaching Playlists

  21. 81. 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.

    This is where you can access, manage and create playlists for coaching

  22. 82. Congratulations, you've made it to the end of the HubSpot navigation updates for Service!