How to Use HubSpot Prospecting Workspace to Sell Faster
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- Опубліковано 8 лип 2024
- 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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Amazing new tool - looking forward to seeing more use cases.
Definitely. Still lots of improvements coming but showing signs of being a game changer.
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?
Good question, following! I'm also looking to set the standard for this with our sales team (I'm the IT Systems Engineer)
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.