Click here to add your first bookmark
Clicking this option allows you to select a bookmark icon next to any item in the navigation to add it for quick access.
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"Navigating Home in HubSpot: A Step-by-Step Guide"
In this step-by-step guide, learn how to effectively navigate HubSpot by accessing key features such as managing sales opportunities in Deals, overseeing support tickets, and…
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In this step-by-step guide, learn how to effectively navigate HubSpot by accessing key features such as managing sales opportunities in Deals, overseeing support tickets, and monitoring customer orders. Boost your CRM efficiency by organizing bookmarks and utilizing product updates for seamless management of your business operations.
Step-by-step Guide20 steps
Click the Deals option
This action opens the Deals section where you can manage and track your sales opportunities within the CRM.
Loading screenshot…100%Click the Tickets section
This will navigate you to the Tickets management area where you can view and manage your support tickets.
Loading screenshot…100%Click the Products link
This will navigate you to the Products section where you can manage and view all your available products.
Loading screenshot…100%Click the Orders link
By clicking the Orders link, you will access the section where you can view and manage all customer orders within your CRM.
Loading screenshot…100%Click the Segments (Lists) option
Selecting 'Segments (Lists)' will display the available segments for managing your contact lists. You can create, edit, or analyze segmentation strategies within this section.
Loading screenshot…100%Click the Inbox link
This action opens your Inbox, where you can view and manage your messages and notifications within the CRM system.
Loading screenshot…100%Click the Objects link
This action will take you to the section where you can manage and view various objects associated with your account. Here, you can explore properties, translations, and data enrichment options.
Loading screenshot…100%Click the Product Updates option
After clicking this option, you will access the latest updates and enhancements related to your product, allowing you to stay informed about new features and improvements.
Loading screenshot…100%Click the Scheduled for release option
Clicking this option will show you product updates that are scheduled for future release, allowing you to keep track of upcoming changes and features.
Loading screenshot…100%Click the Close button
Clicking the Close button will dismiss the current notification or modal window, allowing you to return to the main interface.
Loading screenshot…100%Click the scheduled release item
Select the specific scheduled release to view additional details or options associated with it. This will allow you to manage the content and configurations related to the release.
Loading screenshot…100%Click here to view scheduled updates
Clicking this link allows you to access and review your scheduled product updates, providing an overview of upcoming features and changes.
Loading screenshot…100%Click the 'Click here' link
Clicking this link will take you to additional details or actions related to the scheduled product updates for August 2026.
Loading screenshot…100%Click the Activity Feed link
This action opens the Activity Feed section, where you can view recent updates and actions related to your sales activities.
Loading screenshot…100%Click the Click link
Clicking this link will provide you with more information related to the specific activity noted in the feed. This action may lead to further details or actions relevant to the user interaction.
Loading screenshot…100%Click the All link in Notifications
By clicking the 'All' link, you will view a complete list of all notifications, allowing you to see all updates and mentions from your team members.
Loading screenshot…100%Click the Trash option
This action allows you to view or manage items designated for deletion in your notifications. You can further manage or permanently delete notifications from this section.
Loading screenshot…100%Click the Close button
Closing this window will exit the Trash section and return you to the previous screen in the Activity Feed. Any notifications previously viewed will remain accessible.
Loading screenshot…100%Click 'All activity types' dropdown
Selecting this dropdown allows you to filter the activity feed by different types of activities, making it easier to find specific interactions.
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