How to Actually Use HubSpot's Sales Workspace Without Getting Overwhelmed

Managing your day-to-day in sales can be complex. With so many moving parts—emails, follow-ups, tasks, deals, meetings—it’s easy to lose momentum or miss something critical.

That’s exactly why the Sales Workspace in HubSpot exists. It’s designed to bring everything together—tasks, leads, deals, your calendar—into one focused, actionable view so sales reps can spend more time selling and less time sorting.

This post outlines how to make the most of your Sales Workspace with best practices we’ve seen work across hundreds of teams.

What Is the Sales Workspace (and Why It Matters)?

The Sales Workspace brings your tools and insights into one clean dashboard. Rather than jumping between systems, tabs, and filters, you get:

• Task lists broken down by due date, channel, and priority

• Lead views organized by status, activity, or sequence enrollment

• Deal summaries including stalled, overdue, or inactive deals

• Your upcoming meeting schedule

• Guided Actions offering next-step suggestions based on real activity

  
  

It’s built to help you focus where it counts—and follow through.

Best Practices for Working in the HubSpot Sales Workspace

1. Start Your Day in the Summary Tab

Your daily command center. From here, you’ll find:

• What’s due today (or overdue)

• Your tasks, calls, emails, LinkedIn steps

• Metrics like revenue or outreach volume

• Guided Actions to help you know what to tackle first

  
  

Tip: Begin by clearing quick wins—overdue tasks, unread replies—before diving into deeper work.

2. Use Guided Actions to Prioritize Next Steps

Guided Actions give you a quick, smart overview of what needs attention:

• Unanswered emails

• Deals going cold

• Contacts missing a next step

  
  

Click directly into the task, take action, and move on. It saves time and helps prevent deals from stalling.

Best Practice: Build the habit of reviewing Guided Actions before mid-morning. It helps you stay ahead of your day.

3. Filter Leads to Focus on What Matters Most

The Leads tab includes powerful filters to help you:

• See open leads not yet qualified or disqualified

• Focus on specific lead types (upsell, new, reattempting)

• View contacts by activity level or lead label (hot, warm, cold)

• Find leads not in sequences so you can add them quickly

  
  

Efficiency Tip: You can bulk-enroll leads into sequences right from this view.

4. Use the Deal Tab to Manage the Pipeline Effectively

While the classic board view is still available, the Deal tab in the Workspace gives you:

• Stalled deals

• Opportunities with no scheduled next step

• Deals past their close date

• A quick way to update stages, amounts, or follow-up tasks

  
  

Pro Tip: Use this tab regularly to keep forecasting accurate and pipelines moving.

5. Check Your Schedule and Complete Meeting Follow-Ups

The Schedule tab helps you:

• Review your upcoming calls and demos

• Follow up after meetings

• Send recap notes or schedule next steps

  
  

Making this a daily habit keeps conversations active and momentum strong.

Why Sales Teams Love This Workflow

When you consistently use the Sales Workspace:

• Lead and deal follow-through improves

• Tasks are easier to prioritize

• Your schedule stays on track

• Forecasting becomes more reliable

And most importantly, your team has a repeatable system that reduces guesswork and boosts productivity.