Content templates

HubSpot Basic Navigation Template

Customize this template featuring standard features of HubSpot to maximize the productivity of your go-to-market teams.

1. HubSpot?

HubSpot is an inbound marketing, sales, and CRM platform. It aids businesses in customer acquisition, engagement, and retention.

Features include the Marketing Hub for campaigns and analytics, the Sales Hub for sales process management, the Service Hub for customer support, a CRM, CMS for websites, automation, and robust analytics.

HubSpot is user-friendly and suitable for various business sizes. It emphasizes inbound marketing by creating valuable content to attract customers.

Learn how to 3x revenue growth by combining the power of Spekit and HubSpot.

https://vimeo.com/859948292

2. What is the account menu in HubSpot?

Click the dropdown menu to access options for account details and services.

This menu includes:

Profile & Preferences
Your account Hub ID
Account & Billing
HubSpot Academy
Pricing & Features
Product Updates
Projects
and Training & Services.

At the bottom of the dropdown menu, you can also click to Sign out or view the Privacy policy.

3. What are analytics tools in HubSpot?

Analytics Tools include:

Traffic Analytics
Website Analytics
Campaign Analytics
Events
Sales Content Analytics (for your sequences, templates, and documents)
Competitors
Links
Prospects
and Tracking URL Builder.

4. What is the automation menu in HubSpot?

Tools to automate your marketing, sales, and service processes.

Click this menu to navigate to Sequences and Workflows.

5. What is the contacts menu in HubSpot?

Index pages and tools related to contacts, companies, and your interactions.

Click this menu to navigate to:

Contacts
Companies
Calls
Activity Feed
Lists
Target Accounts

You could have accessed this content directly within HubSpot

All this content (and more) is available to import and surface in your own HubSpot instance with Spekit. Give go-to-market teams the bite-sized training, documentation, and knowledge they need – where and when they need it.

See Spekit in Action

6. What are conversations in HubSpot?

A central space for all of your direct communication with your contacts.

Click this menu to navigate to your Inbox to track

Engagements
Chatflows
Snippets
Templates

7. What is the files and templates menu in HubSpot?

A central location for your website content and assets. This menu includes Design Tools, Files, and HubDB.

8. What is lead capture in HubSpot?

Tools used to attract and convert new contacts and customers. This menu includes CTAs and Forms.

9. What is the marketing menu in HubSpot?

Marketing tools for content, conversions, and strategy.

Click this menu to navigate to

Ads
Email
Landing Pages
Social
Website
Campaigns
Files and Templates
Lead Capture
Planning and Strategy

Menu items with a right arrow icon > have additional items.

10. What is the marketplace menu in HubSpot?

This menu includes the App Marketplace, Asset Marketplace, and the Solutions Directory.

HubSpot Marketplace providers also have a Marketplace menu to access Listings, Provider Info, and Transactions.

11. What is the reports menu in HubSpot?

A central space to analyze trends across all of your HubSpot tools.

Click this menu to navigate to Analytics Tools, Dashboards, and Reports.

12. What is the sales menu in HubSpot?

Your sales-specific tools.

Click this menu to navigate to

Deals
Forecast
Tasks
Documents
Meetings
Playbooks
Quotes

13. What is the service menu in HubSpot?

Your service-specific tools. Click this menu to navigate to Tickets, Feedback Surveys, and Knowledge Base.

14. What is the settings menu in HubSpot?

All of your account and product settings are/ located in one place.

Navigate to each of your settings using the left sidebar menu.

When clicking Settings settings while in certain tools, you may be brought to that tool's specific settings.

For example, clicking Settings settings while on the email dashboard, will bring you to your email settings.

You can click Back to all settings in the upper left to see all settings.

15. What is the website menu in HubSpot?

All the tools for your web-hosted content. This menu includes Website Pages, Blog, and SEO.

Related tool templates and resources

More customizable training templates for HubSpot: