How To Create Teams In HubSpot

How To Create Teams In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Settings: Click on the gear icon in the main menu.
3. Select Users & Teams: Find this option in the left sidebar.
4. Click on Teams: Look for the "Teams" tab at the top of the page.
5. Click on Create Team: This button is usually located in the upper right corner.
6. Name Your Team: Enter a descriptive name for your new team.
7. Add Team Members: Select users to include in the team.
8. Set Permissions: Adjust permissions for team members as needed.
9. Save Changes: Click the save button to finalize your team creation.
10. Review Your Team: Check the team list to ensure everything is correct.