Module 1: HubSpot Navigation and Personal Setup

Module Overview
This module introduces the basic working setup learners need before using the TCFG HubSpot process in day-to-day work. It focuses on personal views, tabs, columns, and filters so users can find the right records quickly and work more confidently in the system.

Why This Module Matters
A lot of frustration in HubSpot comes from not being able to find the right records or not seeing the right information on screen. This module helps learners set up a workspace that supports their role and reduces confusion later in the process.

Learning Objective
By the end of this module, learners will be able to create and manage views, add useful tabs, edit columns, and apply filters to make HubSpot easier to use.

Videos Included

• #4 How to add a Personal View on the Sample Tracker

• #5 How to add a Tab such as a personal view that you know has already been created

• #6 How to Edit columns for Personal View to add more, remove not needed one and move columns

• #15 Customising Views

• #16 Creating your Own View Adding Filters
  

Lesson 1.1
Creating a Personal View

Lesson purpose
This lesson teaches learners how to create a personal view so they can focus on the records most relevant to them.

What learners should understand
A personal view is a practical way to organize work. It helps users focus on their own records or the projects they need to manage most often.

Key points

• personal views help users work faster
• views should be clearly named
• views should support daily work, not hide important process information

What good looks like

• the learner can create a personal view
• the view is easy to identify later
• the view supports a real work need

Common mistakes

• creating too many views
• naming views unclearly
• building a view that filters out important active work

Quick check
Ask the learner to create a personal view for active work.

Lesson 1.2
Adding Existing Tabs and Saved Views

Lesson purpose
This lesson helps learners add tabs or saved views that already exist so they do not recreate work unnecessarily.

What learners should understand
Not every useful view needs to be built from scratch. Sometimes the right setup already exists and just needs to be added into the user’s workspace.

Key points

• team views may already exist
• shared views can support consistent ways of working
• users should know when to use existing views versus personal ones

What good looks like

• the learner can locate and add an existing tab
• the learner understands the difference between team and personal views

Common mistakes

• duplicating a view that already exists
• using the wrong team view without checking its purpose

Quick check
Ask the learner to add an existing view or tab and explain why it is useful.

Lesson 1.3
Editing Columns for Better Visibility

Lesson purpose
This lesson teaches learners how to adjust visible columns so they can see the information that matters most to their work.

What learners should understand
Columns shape what a user sees at a glance. If the right fields are missing, users may make poor decisions or waste time opening records one by one.

Key points

• columns should reflect the learner’s work needs
• important status and ownership fields should remain visible
• column order should make daily use easier

What good looks like

• the learner can add, remove, and reorder columns
• the resulting view is clear and practical

Common mistakes

• removing important stage or owner columns
• overcrowding the view with too many columns

Quick check
Ask the learner to adjust a view so the most useful columns appear first.

Lesson 1.4
Using Filters and Customising Views

Lesson purpose
This lesson teaches learners how to filter records and customise views to focus on the right work.

What learners should understand
Filters help narrow down records by criteria such as stage, owner, or status. Used well, they help users manage workload and spot priorities quickly.

Key points

• filters should support action
• over-filtering can hide important records
• views should remain simple enough to use consistently

What good looks like

• the learner can build a filtered working view
• the view supports real tasks and is easy to return to

Common mistakes

• making filters too narrow
• forgetting which filters are applied
• creating many overlapping versions of the same view

Module 1 Key Takeaways

• users should be able to set up their own workspace confidently
• views, tabs, columns, and filters should make the process easier to follow
• personal setup supports productivity, but should not replace process discipline
  
  

Module 1 Suggested Assessment
Ask the learner to:

• create a personal view
• add an existing tab
• edit visible columns
• apply at least one useful filter
• save the finished view with a clear name

Up Next: Module 2: Understanding Gates, Products, and Records