Review your sales activity in the sales workspace
Last updated: February 11, 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 dropdown at the top of the sales workspace 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 below HIGH PRIORITY or ALL TASKS. Then manage your tasks in the sales workspace. Learn how to manage queues in the 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 manage queues in the sales workspace.
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:
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Newly assigned leads | Created for any lead if:
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Re-engaged contacts | Created for any contact if:
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Sequence activity | Created for any sequence activity if:
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Any of the creation criteria is no longer met. |
Email replies | Created for any contact if:
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Follow-up on your meeting | *Created for any meeting if:
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Log call outcome |
*Created for any call if:
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Any of the creation criteria is no longer met. |
Contacts awaiting your reply |
Created for any contact if:
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Reply to email |
Created for any contact if:
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Leads awaiting your reply |
Created for any lead if:
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Upcoming meeting preparation |
*Created for any meeting if:
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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:
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It's been more than seven days since the lead engaged. |
Update next steps |
Created for any deal if:
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Add contact to a deal |
Created for any deal if:
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Initial outreach needed |
Created for any deal if:
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Follow-up with buyer |
Created for any deal if:
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*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.
- 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 manage queues 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.