How do I set up teams in HubSpot?

Within Settings within the navigation bar, go to section Users & Teams. From there, go to Team, then Create Team.

HubSpot teams are a great way of segmenting all users that have access to your HubSpot portal. Depending on what HubSpot package you’re on, you can segment your teams by Marketing, Sales and Service; or by departments within Marketing, Sales and Service. However, to be able to use HubSpot teams, you must have HubSpot professional or enterprise packages. 

  1. Log into your HubSpot portal
  2. Click the Settings icon in the top right hand corner
  3. From the options on the left, choose Users & Teams
  4. You’ll notice three tabs at the tob, click Teams
  5. From here, click Create Team 
  6. After you’ve clicked that, give your team a name and assign users within your HubSpot portal.