There are currently two spaces within hubspot to view leads; sales workspace and leads (beta). In the sales workspace, our team CANNOT view all leads, even if we add a filter specifically wanting to view leads created by other users/teams. Because of this, we need to use the leads (beta) space, where every user can see all the leads, even those on other pipelines (which is what we wanted). However, the limit in leads (beta) is the record doesn’t have any action item buttons like it does if you access it via sales workspace. Will that change? How is a user supposed to add a note, meeting, call, etc. to a lead record without these action item buttons? Please see screenshots for reference.
sales workspace leads
leads (beta)
