How to Create Teams in HubSpot

Quick summary

Creating a team in HubSpot lets you group users together for easier management, reporting, and permission control. In just a few steps inside HubSpot Settings, you can name a team, assign members, and save it to streamline your CRM workflow.

Steps

1. Navigate to Settings (gear icon) in the top bar.
2. In the left menu, go to Users & Teams.
3. Click the Teams tab.
4. Click the Create team button.
5. Name your team in the provided field.
6. Select team members from the Team Members dropdown.
7. Click Save to create your team.
8. Confirm your new team appears in the teams list.