Shared guide

How to navigate the HubSpot interface

Step-by-step guide covering: Click the New Task button; Click the 'Click here' link; Click here to open the menu; Click here to access settings.

viktoriaviktoria
·25 steps·15 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide25 steps

  1. Click the New Task button

    Click the New Task button
    Loading screenshot…
    100%

  2. Click the 'Click here' link

    Click the 'Click here' link
    Loading screenshot…
    100%

  3. Click here to open the menu

    Click here to open the menu
    Loading screenshot…
    100%

  4. Click here to access settings

    Click here to access settings
    Loading screenshot…
    100%

  5. Click the Content dropdown menu

    Click the Content dropdown menu
    Loading screenshot…
    100%

  6. Click here to access more options

    Click here to access more options
    Loading screenshot…
    100%

  7. Click here to access more options

    Click here to access more options
    Loading screenshot…
    100%

  8. Click here to access more options

    Click here to access more options
    Loading screenshot…
    100%

  9. Click here to access options

    Click here to access options
    Loading screenshot…
    100%

  10. Click the Automation menu

    Click the Automation menu
    Loading screenshot…
    100%

  11. Click the Reports option

    Click the Reports option
    Loading screenshot…
    100%

  12. Click the Breeze Marketplace option

    Click the Breeze Marketplace option
    Loading screenshot…
    100%

  13. Click the New Task button

    Click the New Task button
    Loading screenshot…
    100%

  14. Click the Start tour button

    Click the Start tour button
    Loading screenshot…
    100%

  15. Click the Close button

    Click the Close button
    Loading screenshot…
    100%

  16. Click the Yes, close button

    Click the Yes, close button
    Loading screenshot…
    100%

  17. Click here to install the HubSpot CLI

    Click here to install the HubSpot CLI
    Loading screenshot…
    100%

  18. Click the Close button

    Click the Close button
    Loading screenshot…
    100%

  19. Click here to customize HubSpot Development

    Click here to customize HubSpot Development
    Loading screenshot…
    100%

  20. Click the Help icon

    Click the Help icon
    Loading screenshot…
    100%

  21. Click the Close button

    Click the Close button
    Loading screenshot…
    100%

  22. Click the Marketplace button

    Click the Marketplace button
    Loading screenshot…
    100%

  23. Click the Calling tab

    Click the Calling tab
    Loading screenshot…
    100%

  24. Click the Create new button

    Click the Create new button
    Loading screenshot…
    100%

  25. Click the Upgrade button

    Click the Upgrade button
    Loading screenshot…
    100%