Shared guide

Navigating the HubSpot Dashboard: test

Step-by-step guide covering: Click the Contacts link; test; Click the Companies tab; test.

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Step-by-step Guide12 steps
  1. Click the Contacts link

    Clicking the 'Contacts' link will take you to the section where you can manage and view all your contacts within the CRM. Here, you can add new contacts, edit existing ones, and see associated information.

    Click the Contacts link
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  2. Error

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  3. Click the Companies tab

    By clicking the Companies tab, you will access the section where you can manage and review company profiles, including their details and performance metrics.

    Click the Companies tab
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  4. Tip

    test

  5. Click the Deals link

    Clicking the Deals link will navigate you to the Deals section, where you can view and manage your sales opportunities.

    Click the Deals link
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  7. Click the Tickets link

    This action takes you to the Tickets section, where you can manage customer support tickets and track their status.

    Click the Tickets link
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  8. Click the Products link

    This will take you to the Products section where you can manage or view your product listings and details.

    Click the Products link
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  9. Click the Orders link

    This action will take you to the Orders section, where you can view and manage your order history and details.

    Click the Orders link
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  10. Click the Segments (Lists) option

    This action opens the Segments (Lists) section, allowing you to manage and create various segments for organizing your contacts or data effectively.

    Click the Segments (Lists) option
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  11. Click the Inbox link

    Clicking the Inbox link will open your email messages, allowing you to view and manage incoming communications within the CRM.

    Click the Inbox link
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  12. Click here to add a bookmark test

    By clicking here, you can select a bookmark icon next to any item in the navigation to add it for quick access. test

    Click here to add a bookmark test
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