With the prospecting workspace, users with an assigned Sales Hub seat can efficiently manage their daily workload in HubSpot from one place. Below, learn how to use the prospecting workspace to review your goals and progress, execute your tasks, and review your schedule and sales feed. To get to the prospecting tool navigate to sales > prospecting.
Leads are a brand-new sales object (like tasks or deals). They don’t replace contacts, companies, or even lifecycle stages. Instead, just like deals, leads will always be associated with a contact and/or company. Leads signal the potential to sell to someone in the CRM. It allows you to easily keep track of your prospecting opportunities and efficiently manage all the activities needed to qualify them.
The Summary tab provides a holistic overview of all of your prospecting activity, from your upcoming and overdue tasks, to your meetings schedule and sequence tasks.
On the Summary tab you can review:
All of your tasks organised by type. Click the Due today dropdown menu to view all tasks that are Due today or Overdue.
Tasks categorised by due today, overdue, and due tomorrow. Click the type to see a list of tasks. Click a task to see the details and a preview of the associated record on the right. Click Start all [X] tasks due today to view all tasks at once. In this view, you can complete each task by clicking the checkmark next to the task. In the top left, use the ****dropdown menu to change the view or view all tasks at once.
A calendar of your meetings, calls, and tasks for today. To view the details of a meeting, including virtual meeting links, click the event. To view your full schedule, click the Schedule tab at the top of the page.
