How to use the Prospecting Workplace in HubSpot
Feeling overwhelmed by sales tasks and messy calendars?
HubSpot's Prospecting Workspace is your game-changer! This video shows you exactly how to use it to boost your sales efficiency and stay on top of everything.
To access the Workspace:
1. Navigate to the "Workspaces" section in HubSpot.
2. Click on "Prospecting" and go to the "Summary" tab.
You can review Prospecting Activity:
1. Task Progress: Tasks are organized by type. Use the "Due today" dropdown to see tasks due today or overdue.
2. Tasks: View detailed tasks by type and associated records. Start all tasks due today in one click.
3. Schedule: Check today's calendar events and view full details, including meeting links. Access your full schedule via the "Schedule" tab.
4. Sequences: See task reminders for active sequences, detailed by step and associated contacts.
To manage your Schedule:
1. Use the "Schedule" tab to review your calendar.
2. Click "Contacts with meetings today" to view details about your meetings.
3. Adjust the view between Day, Week, or Month, and click events to see details and update outcomes.
To utilize the Activity Feed:
1. Head to the "Feed" tab for a summary of sales activities over the past year.
2. Filter activities by type or sequence enrollment using the dropdown menus.
And there you have it, a streamlined way to manage your sales tasks and monitor progress with HubSpot's Prospecting Workspace.
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#HubSpot #Sales #Prospecting #TaskManagement #Marketing #webdew #Tutorials
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