How to Use HubSpot Prospecting Workspace to Sell Faster

Stop wasting time clicking around - the HubSpot prospecting workspace is an easy and fast way to manage your sales workload.
So, what is the prospecting workspace?
It's a nifty all-in-one area in HubSpot Sales Pro and Enterprise where sales reps can manage day-to-day tasks like calls, emails, meetings, and leads. In this video, we’ll show you how!
Watch this video to learn more about:
- Completing tasks within HubSpot’s prospecting workspace
- Viewing contact history to prepare for future outreach
- How to filter by task type in HubSpot’s prospecting workspace
00:00 Introduction
00:43 Summary View in HubSpot Prospecting Workspace
01:18 Prioritize Sequences in HubSpot Prospecting Workspace
01:39 View Tasks from the Prospecting Workspace in HubSpot
02:14 Manage Tasks from the Prospecting Workspace in HubSpot
03:19 Filter by Task Type in HubSpot Prospecting Workspace
04:14 View Leads in HubSpot Prospecting Workspace
04:43 View Your Schedule in HubSpot Prospecting Workspace
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📚MANAGE YOUR LEADS VIDEO: • Simplify Sales with Hu...
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZbin series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
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[@HubSpotHacks]

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

[@GrantCarlile]

Amazing new tool - looking forward to seeing more use cases.

[@HubSpotHacks]

Definitely. Still lots of improvements coming but showing signs of being a game changer.

[@andres-teambit]

Hi! Great video, thanks for sharing. I have a question though. How do you handle Contacts and Leads? Which one is created first and then promoted to the other category?

[@Heyfa]

Good question, following! I'm also looking to set the standard for this with our sales team (I'm the IT Systems Engineer)

[@HubSpotHacks]

Great question! The contact would be created first and then the Lead. Typically a lead creation trigger will be based on the contacts lifecycle stage or some triggered activity.