Review your sales activity in the sales workspace

Last updated: February 14, 2025

Available with any of the following subscriptions, except where noted:

Sales Hub Professional , Enterprise

With the sales workspace, users with an assigned Sales Hub seat can efficiently manage their daily workload in HubSpot from one place. The sales workspace unifies pipeline generation and closing activities in one place to make it easy for you to prioritize and execute the most impactful and relevant sales actions and hit your sales goals.

Below, learn how to use the sales workspace to review your tasks, sequence activity, and guided actions.

In the sales workspace, you can also:

Please note:

This feature is not available to users with Sales Hub legacy seats.
If you don't have an assigned Sales Hub seat, learn how to view your activity feed.

If you're a Super Admin, you can click the name at the top of the sales workspace and then select another name to view another user's activity.

Preview your schedule, insights, and feed

In your HubSpot account, navigate to Workspaces > Sales. On the right of the Summary tab, you can view a preview of your:

Schedule: a preview of today's schedule. You can click the Schedule tab at the top of the workspace for your full schedule.

Please note: if you're a Super Admin and are using the name dropdown to view another user's activity, meetings on their schedule will show as Busy.

Insights: click the number to view and analyze details for meetings and tasks.

Feed: a preview of your activity feed. You can click the Feed tab at the top of the workspace for your full activity feed.

Review tasks

In your HubSpot account, navigate to Workspaces > Sales.
At the top of the Summary tab, you can view your tasks.

To change the view to view tasks that are due today, overdue, or due tomorrow, click the dropdown menu and select the desired due date.
To launch a queue of your tasks, click the number associated with any of the task categories. Then manage your tasks in the sales workspace. Learn how to use the prospecting queue in the sales workspace.

tasks-sales-workspace

Review sequence activities

In your HubSpot account, navigate to Workspaces > Sales.
At the top of the Summary tab, you can view your sequence tasks.
Each sequence has its own card. To change cards, click the left and right arrows.
To open the task queue, click Step X.
To open all tasks for one sequence, click All tasks in sequence. Learn how to use the prospecting queue in the sales workspace.

sequence-tasks

Review guided actions

Guided actions are automatically-generated suggestions based on specific criteria to help you better organize your day and improve efficiency. They're only created if all of the creation criteria are met. Guided actions will expire if any of the expiration conditions are met.

Some actions may be bundled. For example, the Log call outcomes guided action may bundle multiple recent calls as a single recommended action to remind you to log call outcomes.

Action title	Creation criteria	Expiration conditions
Newly assigned contacts	Created for any contact if: the Lifecycle stage isn't Customer or Evangelist (or whatever the last lifecycle stage is if your lifecycle stages have been customized). the contact isn't associated to a deal. you haven't sent the contact a tracked email. the contact hasn't sent you an email.	Any of the creation criteria is no longer met. The guided action has existed for 30 days.
Newly assigned leads	Created for any lead if: the lead has a lead owner. the Lead stage is set to the first stage.	The lead is reassigned to another user. The guided action has existed for 30 days. You log any activity for the lead.
Re-engaged contacts	Created for any contact if: the contact was assigned to you. the contact doesn't have an open lead. the most recent associated lead was disqualified. the contact re-engaged in the last 30 days after being disqualified as a lead.	The lead is reassigned to another user. A lead is created for the contact. It's been more than 30 days since the contact re-engaged.
Sequence activity	Created for any sequence activity if: The activity is assigned to you. the task is open and has not yet been completed.	Any of the creation criteria is no longer met.
Email replies	Created for any contact if: the contact is assigned to you. the contact replied to an email you sent.	You sent an email to the contact after the activity was created. The contact is reassigned. The guided action has existed for 14 days.
Follow-up on your meeting	Created for any meeting if: the meeting is assigned to you. the Meeting start time passed. the Meeting end time* was less than seven days ago.	Any of the creation criteria is no longer met. Follow-up tasks are completed.
Log call outcome	*Created for any call if: the call is assigned to you. one hour passed since the time the call start time. the call was made using HubSpot calling and the Call status is Completed, or if the call wasn't made using HubSpot calling, the call status is Completed or blank. the Call outcome is blank. The call started less than seven days ago.	Any of the creation criteria is no longer met.
Contacts awaiting your reply	Created for any contact if: the contact doesn't have an open lead. the contact replied to an email where the user is the primary recipient. the contact's email address doesn't have the same domain as the user (For example, if the contact and the user have an @hubspot.com email address, an activity wouldn't be created).	The contact is reassigned. The guided action was created more than 14 days ago. You email the contact.
Reply to email	Created for any contact if: the contact is associated to one of your deals and the contact has replied to you, but you have not responded.	The associated deal is closed. You send an email reply. It's been more than seven days since the guided action was created.
Leads awaiting your reply	Created for any lead if: the lead replied to an email where the user is the primary recipient. the lead's email address doesn't have the same domain as the user (For example, if the contact and the user have an @hubspot.com email address, an activity wouldn't be created).	The lead is reassigned. The guided action was created more than 14 days ago. You email the lead.
Upcoming meeting preparation	*Created for any meeting if: the meeting is assigned to you. the Meeting start time is one hour away.	Ten minutes have passed since the Meeting start time.
Today's high-priority tasks	Created for any task if any of your high-priority tasks are due today.	You no longer have high-priority tasks due today.
Target account activity	Created for a contact if the contact is associated with a company that's a target account and the contact engaged.	It's been more than seven days since the contact engaged.
Recently engaged leads	Created for any lead if: the lead is assigned to you. the lead is in an open pipeline stage. the lead engaged in the last 7 days.	It's been more than seven days since the lead engaged.
Update next steps	Created for any deal if: the deal is assigned to you. the deal is in an open stage. an activity associated with the deal ended more than 24 hours ago.	The deal is reassigned. The deal is closed. The next steps for the deal have changed.
Add contact to a deal	Created for any deal if: the deal is assigned to you. the deal is in an open stage. the deal was created more than seven days ago. the deal doesn't have an associated contact	The deal is reassigned. The deal is closed. A contact is associated to the deal. It's been more than seven days since the guided action was created.
Initial outreach needed	Created for any deal if: the deal is assigned to you. the deal is in the first stage. the deal is open. the deal was created more than seven days ago. the deal doesn't have any engagement.	The deal is reassigned. The deal is closed. An engagement is associated with the deal. It's been more than seven days since the guided action was created.
Follow-up with buyer	Created for any deal if: the deal is assigned to you. the deal is open. a contact associated with the deal opened an email but hasn't replied after seven days.	A contact associated with the deal replies. It's been more than seven days since the guided action was created.

*The guided actions will be associated with the same contact and company that the primary activity or object (meeting, call, or contact) is associated with. Once the action is created, any changes to the action or object's associated contact or company won't be reflected in the guided action.

Complete guided actions

Desktop

To review guided actions on desktop.

In your HubSpot account, navigate to Workspaces > Sales.
On the Summary tab you can review your guided actions. Guided actions are categorized as All actions, Closing related, or Prospecting related.

guided-actions

To filter the actions, click the associated category.
To launch a queue of activities, click the first link below the task title (e.g., Start tasks, Enroll new contacts in a sequence, etc.). Learn how to use the prospecting queue in the sales workspace.

For some activities, there may be a second link. Click the second link below the title to work or view records individually.
To provide feedback on the suggested activities, click the ellipses iconellipses, and select Yes, keep it coming! or Not really.

HubSpot mobile app (BETA)

To review guided actions on mobile, open the HubSpot app on your mobile device. Guided actions will be on your home page. The placement of guided actions varies based on your Selected Experience.

Open the HubSpot app on your mobile device.
To complete an action, tap the action.
To view all guided actions, tap View all.

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