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How to use Sales workspace

Guide on sales workspace

 

See video here or read guide 

 

Step-by-Step Guide to HubSpot’s Sales Workspace

1. Accessing the Sales Workspace

  • Log in to your HubSpot account.

  • In the top navigation bar, click Sales → Workspace.

  • This opens your personal sales workspace, designed to centralize your daily activities.

2. Overview (Home)

  • The home view gives you a quick snapshot of what needs your attention today.

  • Common sections include:

    • Tasks – your to-dos and follow-ups.

    • Meetings – upcoming and scheduled meetings.

    • Emails & Calls – your recent communication with leads.

    • Pipeline overview – deals and their current stage.

3. Tasks

  • Navigate to the Tasks tab to view your assigned activities.

  • Here you can:

    • Filter tasks by due today, overdue, or upcoming.

    • Create new tasks (e.g., “Call lead” or “Send follow-up email”).

    • Mark tasks as completed directly from the list.

4. Emails & Communication

  • If your email is connected to HubSpot, you can send and track emails directly in the workspace.

  • From here you can:

    • Write and send new emails.

    • Track open and engagement rates.

    • Use templates and snippets for faster outreach.

5. Meetings

  • If you’ve set up your HubSpot meeting link, all booked meetings appear in this section.

  • You can quickly see today’s and upcoming meetings without leaving the workspace.

6. Pipeline & Deals

  • The workspace provides a simplified view of your deal pipeline.

  • You can:

    • Click into individual deals to see notes, tasks, and next steps.

    • Move deals through pipeline stages using drag-and-drop.

    • Track progress toward your sales goals.

7. Customization

  • Tailor your workspace to fit your workflow by adjusting what you see.

  • Options include:

    • Filtering to show only your deals or your team’s.

    • Adding widgets like forecast, calls made today, or revenue progress.

    • Reordering sections based on what’s most important for your daily routine.

👉 The Sales Workspace is designed to be your command center for sales – helping you manage tasks, communications, meetings, and deals in one place without switching between different tools.