Where to Find It
- Click the Settings icon in the bottom-left corner
- Select Sales Hub Settings from the sidebar

Sales Hub Categories
The main view lists every category currently configured, each shown with:- A color dot for quick visual identification
- The category name and a short description of what belongs in it
- Edit (pencil) and Delete (trash) icons on the right
- A drag handle (⠿) on the left of each row to reorder categories
Adding a Category
Click + Add New Category, then fill in:
- Category Name (required) — e.g., Marketing Materials
- Description (optional) — describe the category’s purpose