Who can use this feature?
You must be a CRM Admin to modify the placement of the Sales Navigator widget in HubSpot.
To access CRM Embedded Experiences, you will need to install the Sales Navigator app from the app marketplace. CRM Admins do not need to install anything for users to be able to access Embedded Experiences for HubSpot. Instead, each user will need to install the Sales Navigator app for HubSpot to begin leveraging Embedded Experiences.
By default, the Sales Navigator widget will appear on the right hand side of contact and company records. CRM admins have the option to change the placement to include it within the middle column.
To modify the Sales Navigator widget placement to the middle column:
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Sign in to HubSpot's Smart CRM.
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Click Customize Record displayed on the top right of the middle pane.
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Click Default View.
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To add Sales Navigator as a new card, click Add cards and select Sales Navigator from the standard cards section.
You will see Sales Navigator added to the cards section.
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Click Save or Save and Exit.
You will see the Sales Navigator widget in the middle column.
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