With the prospecting workspace, users with an assigned Sales Hubseatcan efficiently manage their daily workload in HubSpot from one place. Below, learn how to use the prospecting workspace to review your goals and progress, execute your tasks, and review your schedule and sales feed.
Please note: this feature is not available to users withSales Hub legacy seats.
To use the prospecting workspace, in your HubSpot account, navigate to Sales > Prospecting.
Review your prospecting activity
The Summary tab provides a holistic overview of all of your prospecting activity, from your upcoming and overdue tasks, to your meetings schedule and sequence tasks.
On the Summary tab you can review:
Your task progress: all of your tasks organized by type. Click the Due today dropdown menu to view all tasks that are Due today or Overdue.
Tasks: all tasks due today or overdue tasks categorized by type. Click the type for a detailed view of each task by type and the associated record, or click Start all [X] tasks due today to view all tasks at once. In this view, you can complete each task by clicking the checkmark next to the task. In the top left, you can use the task type dropdown menu to change the task type view or view all types at once.
Schedule: your calendar for today. To view the full details of a meeting including virtual meeting links, you can click the event. You can view your full schedule by clicking the Schedule tab at the top of the page.
Sequences: all task remindersin your active sequences. Click the step name for a detailed view of each task categorized by sequence step and the associated contact. You can complete a task by clicking the checkmark next to the task. In the top left, you can use the sequence title dropdown menu to change the sequence, and you can click the sequence step dropdown menu to change the sequence step. To see all tasks at once, select All task steps.
Review your schedule
The Schedule tab is a read-only view of yourconnected calendarevents and all tasks. This tab will help you plan your workload. For example, if you’re going to be out of the office for a week, but you have tasks or meetings scheduled that week, you will be able to see the conflicts on the Calendar tab.
To review all contacts you are meeting with today, click Contacts with meetings today.
To view the contact record, click the contact’s name.
To change your view, in the top left, click the Day dropdown menu to select Day, Week, or Month.
To view your tasks for the selected time period, select [X] tasks due.
To view the full details of a meeting including virtual meeting links, click the event.