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HubSpot Sales Workspace Overview

1 min read

The Sales Workspace in HubSpot can help you organize your day and improve efficiency.

View your workspace here!

Below is a rundown of everything you will find in one convenient place:

Summary #

The summary tab is an overview of your day:

  • Your tasks: What is due today, broken down by category like calls and emails.
  • Your outreach activities: Easily check in on enrolled contacts and review the actions needed to move your sequences forward.
  • Your schedule and meetings: View your upcoming schedule to prepare and plan for the day.
  • Guided actions: HubSpot suggested actions to help you stay on top of your database and close more deals.

Prospects #

View all the open leads in your name, plus every contact’s:

  • Last engagement (the contact visited website, booked a meeting, opened an email)
  • Last activity on the contact record (you sent an email, made a call, created a note)
  • Next activity on the contact record (upcoming call task, meeting)

Deals #

View all the deals in your name. You also have the option to filter by stalled deals or deals that have no activity scheduled. Take a closer look at:

  • Next meeting or activity (upcoming appointment, follow-up task)
  • Last activity on the deal record (you sent an email, created a note, had a meeting)
  • Deal stage (and how long the deal has been in that specific stage)

Tasks #

View all the tasks in your name—filter by tasks due today, overdue, and upcoming to help you prioritize.

You even have the option to “Start All” in the top right corner. This allows HubSpot to help you be more efficient and complete multiple tasks at once.

Schedule #

View your weekly calendar, upcoming meetings and scheduled tasks. Explore any follow-up opportunities that may need an updated outcome recorded.

Updated on September 5, 2025

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