The HubSpot Sales (previously prospecting) Workspace enables its users to streamline daily to-do's within the system from a single dedicated area.
How do I use HubSpot's prospecting workspace?
The sales workspace consolidates all activities related to pipeline generation and deal closure into a central platform, enabling you to efficiently prioritize and carry out the most significant and relevant sales actions needed to achieve your sales objectives across the following key areas:
1. Sales Activity
The "Summary" tab provides a detailed snapshot of prospecting efforts, highlighting today's tasks, any overdue items, and scheduled meetings. This feature is designed to give you a quick overview of your daily responsibilities, ensuring that you are always aware of what needs your immediate attention.
2. Guided Actions
In addition to tracking your prospecting activities, the "Summary" tab allows you to access guided actions provided by HubSpot. These suggestions are automatically generated based on defined criteria, enabling you to organize your tasks effectively and enhance your overall productivity throughout the day.
3. Manage Leads
If you are using the Leads object within the system, you can easily manage these records from the "Leads" tab within the sales workspace. This dedicated tab allows you to view all your leads in one convenient location, making it simpler to track interactions and follow-up actions.
4. Manage Deals
In the "Deals" tab, you can efficiently oversee your current opportunities, prepare for upcoming meetings, and both schedule and complete necessary follow-up activities. This tab serves to aid in the management of the entire lifecycle of your deals, allowing you to track progress and ensure that no opportunities slip through the cracks.
5. Schedule
The "Schedule" tab provides a read-only overview of connected calendar events and assigned tasks assets. This feature is designed to help you effectively manage your workload. For instance, if you plan to be out of the office for a week, you can easily identify any scheduling conflicts with tasks or meetings during that time by reviewing the Calendar tab.
6. Activity Feed
The "Feed" tab displays a comprehensive list of user sales activity notifications throughout the past year. Activities are organized by contact and are specific to the user account you are currently logged into. Additionally, target accounts are clearly marked within your feed for easy identification.
