Use the sales workspace (BETA)

Last updated: September 13, 2024

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

Sales Hub Professional , Enterprise

With the sales workspace (previously the prospecting 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, making it easy for you to prioritize and execute the most impactful and relevant sales actions to hit your sales goals.

Below, learn how to use the sales workspace to review your goals and progress, execute your tasks, manage your deals, and review your schedule and sales feed.

Please note:

This feature is not available to users with Sales Hub legacy seats.
The following functionality is currently in private beta and is subject to change. If you’re interested in accessing the beta, review HubSpot's beta terms to confirm your eligibility, then reach out to your Customer Success Manager to request access.

To access the sales workspace, in your HubSpot account, navigate to Workspaces > Sales.

Review sales activity

In your HubSpot account, navigate to Workspaces > Sales. The Summary tab provides a holistic overview of all of your prospecting activity, including today's tasks, overdue tasks, and upcoming meetings. If you're a super admin, click the name dropdown at the top to view other users' prospecting activity.

On the right of the Summary tab, you can view a preview of your:

Schedule: click the Schedule tab for a preview of today's schedule.
Insights: click the number to view and analyze details for meetings and tasks.

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.

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

Review tasks

In your HubSpot account, navigate to Workspaces > Sales. At the top of the Summary tab, you can view your tasks categorized by due today, overdue, and due tomorrow.

To launch a queue of your tasks, click the task number.

task-overview

To change the view, use the dropdown menus in the top left.
To edit, delete, reschedule, or reassign the task, click the checkbox to the left of the task. Then, click the Select action dropdown menu, and select the action you want to complete. Complete your action in the pop-up box.
To see the details and a preview of the associated record on the right, click the task name.
To complete each task, click the checkmark to the right of the task. 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.

prospecting-queue

Review guided actions

In your HubSpot account, navigate to Workspaces > Sales. On the Summary tab you can review guided actions, which are automatically generated suggestions based on specific criteria to help you better organize your day and improve efficiency. Guided actions are 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 into one action (For example, if you need to log call outcomes for multiple calls, there will be one guided action for all).

Action title	Creation criteria	Expiration conditions
Newly assigned contacts	Created for any contact if: the Lifecycle stage is not Customer or Evangelist (or whatever the first 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.
Log meeting outcome	Created for any meeting if: the meeting is assigned to you. one hour passed since the Meeting end time. the Meeting end time* was less than seven days ago. the Meeting outcome is not set or is set to Scheduled.	Any of the creation criteria is no longer met.
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 actionis created, any changes to the action or object's associated contact or company will not be reflected in the guided action.

Complete guided actions

Guided actions are categorized as All actions, Closing related, or Prospecting related.

guided-actions

To filter the actions you are viewing, 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.).
- To change the view use the dropdown menus in the top left.

- To see the details and a preview of the associated record on the right, click the activity name.
- To complete each activity, click the checkmark to the right of the activity.
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.

Manage leads

In your HubSpot account, navigate to Workspaces > Sales.
Click the Leads tab.

After you set up your leads, within the prospecting workspace, you can quickly and efficiently manage your leads from the Leads tab. Learn more about how to manage your leads.

Manage deals

In your HubSpot account, navigate to Workspaces > Sales.
Click the Deals tab.

deals

On the Deals tab, you can manage your active opportunities, prep for meetings, and schedule or complete follow-up activities.

To create a deal, click Create deal in the upper right.
To change the view, on the left, click the deal category you would like to view. For example, you can click No activity scheduled to view open deals without an activity scheduled.
To filter your deals, click the filters at the top of the table. Cilck Advanced filters to further customize your filters.
To edit the information that's displayed in the table, click Edit columns.
To review your leads and take action:
- Click a deal name.
- In the right panel, an overview of the deal will appear.
- Here you can complete actions like updating the deal stage, editing the close date, sending an email, making a call, or scheduling and meeting by clicking the associated icon.
- You can also view the deal insights, which is an AI-generated overview of the deal based on the deal's data and the previous 100 meetings, notes, emails, and calls associated to the deal. The deal insights is categorized into three sections:
  Please note:
  - Deal insights enforces each users CRM deal permissions. HubSpot users with Add & edit users permissions should ensure their teams have the desired permissions. It is possible that two reps will have different deal insights. For example, if Rep A emails a contact about a budget decrease, but Rep B does not have permission to review the email, deal insights may not suggest this as risk to Rep B.
  - To view deal insights, you must have the Customer Analysis toggle turn on in your AI assistant settings.
  - To view deal insights, HIPAA-protected sensitive data must be turned off.
  - If you have HIPAA-protected sensitive data turned on, users in your account can only review five recent activities and deal risks based on CRM data. Users will not see any AI-generated content.
  - To improve the quality of the deal insights, enter as much data as possible for deals and associated objects.
- To copy the full deal insights, click Copy in the top right.
- To give feedback on the deal insights, click Helpful or Not helpful in the bottom right. In the pop-up box, complete your feedback, and click Submit feedback.

Review your schedule

In your HubSpot account, navigate to Workspaces > Sales.
Click the Schedule tab.

The Schedule tab is a read-only view of your connected calendar events 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 the 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.
To select a meeting outcome, click Update Outcome next to your meeting.

meeting-outcome

Review the activity feed

In your HubSpot account, navigate to Workspaces > Sales.
Click the Feed tab.

The Feed tab is a list of all of your sales activity notifications from the last year. Activities are grouped by contact and are unique to the user account you are signed into when viewing the feed. Target accounts are labeled in your feed.

To filter your activities by Activity type or Sequence enrollment, use the dropdown menus at the top of the table.

Learn more about viewing your activity feed and about managing leads in the prospecting workspace.

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