Where things are

• Radar: Analytics (campaigns, pools, messages and hubs), Findings, Ask.
• Identity: Baseline (the Product Brief, the Account Brief and coverage), Positioning (frameworks), Targets and Brand Kit (name, look, how each brand speaks).
• Messaging: Campaigns, Flows, Pools, Messages, Blocks, Templates, Senders. Run, then build, then set up.
• Hubs: All Hubs, Articles, Templates (article templates), Authors.
• Library: pictures and documents.
• Activity: activity, audit trail, dispatches, email events.
• Account (top right): profile, account, users, billing, API keys, connections. Under Account, click the current account to see All accounts your login reaches, each with its HubSpot portal id, and search them. Each account is listed once, marked Company or Agency. Switching account there switches this tab only; New tab beside an account opens it in a tab of its own. Each tab stays on its own account, the way HubSpot keeps one portal per tab, so two clients can be open side by side. Signing out signs out every tab.
• Show Me How: the getting-started checklist and every walkthrough, plus this help.
• Agency (agencies): clients and what is assigned to them.

Inside a hub: Gallery (Articles, Design, Embed), Sites, Widgets, Stats.

All topics