HubSpot is making it easier than ever for salespeople to manage their daily grind in 2023. Enter the Prospecting Workspace—an all-in-one space for Sales Hub users to oversee their tasks, goals, schedules and sales activity.
Key Features of the Prospecting Workspace
1. Summary Tab:
Get a bird's-eye view of all your prospecting actions.
- See upcoming and overdue tasks.
- Review your task progress with tasks organized by type.
- Get insights into your meetings for the day and manage task reminders in your active sequences.
2. Schedule Tab:
This is where you can view your entire calendar—a snapshot of all events and tasks to help you plan better. Particularly handy when you’re out of the office but have scheduled tasks, it's a quick way to spot any clashes.
3. Feed Tab:
This is a comprehensive list of all your sales activities for the past year. And yes, filtering options are available for easier navigation.
The Prospecting Workspace aims to streamline your sales process, ensuring you're always on top of your activities and can focus on what you do best—selling!
For those keen to delve deeper into each feature and understand the step-by-step navigation, check out this detailed guide from HubSpot.
