Use the prospecting queue in the sales workspace
Last updated: February 12, 2025
Available with any of the following subscriptions, except where noted:
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If you have an assigned Sales Hub seat, use the prospecting queue to complete tasks, sales activities, or guided actions from the Summary tab of the sales workspace.
Launch the prospecting queue from the sales workspace
- In your HubSpot account, navigate to Workspaces > Sales.
- When you launch the prospecting queue, tasks, sales activities, and guided actions are available on the same page. To launch the prospecting queue, you can do any of the following:
- In the Your tasks section, click the number associated with the task category.
- In the Your sequence activities section, click All tasks in sequence.
- In the Guided actions section, click the action (the first link below the task).
Once the prospecting queue launches, it'll default to your tasks, sequence tasks, or guided actions based on how you navigated there. For example, if you clicked your sequence tasks, it'll default to a list of your tasks for a specific sequence.
Manage the prospecting queue
- To automatically open the setting controls of an action, toggle on Auto-open action box. For example, if you need to make a call, if the toggle is on, when you click on the task, the HubSpot Calling pop-up will show.
- Click the dropdowns on the left to change the category of tasks, guided actions, or the sequence and the type of task or the sequence step.
- To see more information about a task, activity, or guided action click the task, or activity, or guided action.
- On the right, there'll be a preview of the contact or guided action.
Edit, delete, reschedule, reassign, or complete tasks or guided actions
- To edit, reschedule, or reassign a task or activity, you can hover over it and click Edit. Then, edit the task or activity details in the right panel and click Save.
- To delete a task or activity, you can hover over it and click Edit. Then, in the right panel click Delete. In the pop-up box, confirm you want to delete the task or sequence activity.
- To complete a task, activity, or guided action, click the checkmark to the right of the task or activity. Based on your task settings, you may be prompted to create a follow-up task. In the pop-up window, click Create task, Not now, or click task settings to turn off the feature.
Edit, delete, reschedule, reassign, or complete tasks or guided actions in bulk
- Click the checkbox to the left of the tasks and activities, or click the Select all items checkbox to select every item in the list.
- Click the Select action dropdown menu, and select the action you want to complete.
- Complete your action in the pop-up box.
- Click Save.
Prospecting
Sequences
Tasks
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