Personalized Navigation

Note

This record includes updates regarding current development efforts for our existing or new products or services. These updates are not intended to be a promise or guarantee of future availability of products, services, or features but merely reflect our current plans based on factors currently known to us. They also are not intended to indicate when or how particular features will be offered or at what service tier(s) or price. These planned and future development efforts may change without notice.

What is it?

Users now get a shortened navigation tailored to their own use cases and can customize it by adding their own groupings, re-ordering, and adding/removing items.

Why does it matter?

The current navigation with 80+ items is overwhelming for users and isn't tailored to their individual use cases, making it hard to find and focus on the tools they use most. This update streamlines onboarding and daily use by reducing complexity, helping users adopt the platform, build habits, and see value faster.

How does it work?

Step 1: Admins can opt themselves into the beta and then preview and join the new navigation experience from a clear entry point in their existing left-hand navigation. When joined, the primary menu dynamically includes the tools each user accesses most frequently and any they have bookmarked.

Step 2: Admins can opt their whole account into the beta. Their users will then see the option to opt themselves into the new navigation directly in their navigation. New users get navigation based on their selected use case at signup; existing users see bookmarks, most used tools, and relevant use cases.

Step 3: Users can then change their navigation by pinning/unpinning and rearranging it into the order they want, reflecting how they work.

Coming Later - please note that if you would like to customize the navigation for your teammates yourself, you should wait for the Admin Customizable Navigation beta.

Admins can configure navigation templates by selecting which tools are visible for users and teams, as well as apply custom groupings
Admins can apply these configurations to Users & Teams via the navigation settings page and edit from templates provided by HubSpot.

Who gets it?

Commerce Hub Professional, Marketing Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise, Data Hub Enterprise, Content Hub Professional, Data Hub Professional, Commerce Hub Enterprise, Marketing Hub Professional, Sales Hub Enterprise, Marketing Hub Starter, Content Hub Enterprise, Service Hub Enterprise, Service Hub Professional, Sales Hub Professional