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Getting to know HubSpot: navigation, account and subscription basics

Getting to know HubSpot: navigation, account and subscription basics

HubSpot brings your CRM, marketing, sales, service, content and reporting tools together within one platform.

As a HubSpot user or Super Admin, it’s useful to understand how to navigate the platform, find the tools and information you need, and access important account and subscription information.

This guide introduces the main areas you should become familiar with when getting started.

Navigating HubSpot

HubSpot’s navigation gives you access to the tools and features available within your account.

The exact tools you can see will depend on your HubSpot subscriptions, seat and user permissions.

Main navigation

Use HubSpot’s main navigation to move between areas of the platform, such as your CRM records, marketing tools, sales tools, service tools and reporting.

You can also access commonly used account features including:

  • Search
  • Help and support
  • Notifications
  • Your account menu
  • HubSpot settings

As you become more familiar with HubSpot, the navigation will become the main way you move between the different parts of your CRM.

HubSpot guide:
A guide to HubSpot’s navigation

Using HubSpot search

HubSpot's search functionality can help you find information without navigating through individual tools and menus.

Depending on your access and the information available in your account, you can use search to quickly locate items such as:

  • Contacts
  • Companies
  • Deals
  • Tickets
  • Tasks
  • Marketing assets
  • Workflows
  • Reports and dashboards

Search can be particularly useful as your HubSpot account grows and contains more records, assets and tools.

Using bookmarks

Bookmarks give you quicker access to HubSpot pages and tools that you use regularly.

Rather than navigating through the menu each time, you can bookmark frequently used areas of HubSpot and return to them more easily.

For example, you might bookmark a dashboard you review regularly or an area of Settings that you are currently configuring.

Checking your HubSpot account and subscription

If you are responsible for administering HubSpot, you should also know where to find information about your organisation's HubSpot subscription.

Your Account & Billing area provides access to information about your account, subscriptions and billing.

Access to this information will depend on your user permissions.

Reviewing your subscriptions

Your subscription information allows authorised users to see the HubSpot products and subscriptions associated with the account.

This can help you understand which HubSpot products your organisation currently has and the subscription arrangements associated with them.

HubSpot guide:
Manage your HubSpot subscription

Reviewing your HubSpot billing history

Authorised users can use the billing area to review previous HubSpot billing activity.

This can include information relating to invoices, payments, credits and other billing events associated with your HubSpot subscription.

HubSpot guide:
Review the billing history for your HubSpot subscription

Managing billing information and payment methods

Depending on your permissions, you may also be able to manage the billing information and payment methods associated with your HubSpot account.

Because these settings relate to your organisation's HubSpot subscription and payments, access should be limited to the appropriate people within your organisation.

HubSpot guide:
Add and manage payment methods for your HubSpot subscriptions

Getting help in HubSpot

HubSpot also provides help and support resources from within the platform.

The help options available to you may depend on your HubSpot subscription, but can include access to HubSpot's Knowledge Base and other support options.

HubSpot guide:
Get help with HubSpot

What to remember

When you're first getting started with HubSpot, you don't need to learn where every tool is immediately.

Focus on becoming comfortable with:

  • Navigating between the main areas of HubSpot
  • Using search to find records, tools and assets
  • Bookmarking the areas you use regularly
  • Knowing where your account and subscription information is held
  • Knowing where to find HubSpot help and guidance

As you start using HubSpot more regularly, these fundamentals will make it easier to navigate the platform and find the information you need.