How to navigate on HubSpot

This article provides an overview of how the HubSpot navigation is organised. In HubSpot, tools are grouped together based on how they support your business processes. Let's have a look:


Difference between contacts, deals and companies:

Contacts = Individual clients

Deals= Directly linked to a contact, this is your opportunity, project, sale etc

Companies = Is an umbrella for contacts within the same company

For example, (Contact) Sally, (Deal) CRM build for Sally, (Company) Sally Incorporated

More information of each menu tap: