It would be amazing to be able to customize the layout and information that is displayed in the Sales Workspace!
Hi @SRocketCurt,
With the Sales workspace still in beta, I’d expect that customization options are going to be made available at some point further down the line. For now, correct, they’re quite limited / non-existent.
If you want to flag this with the product team, others have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-the-Prospecting-Workspace/idi-p/996391
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!
Hi @SRocketCurt
I’d really encourage you to leave your feedback about the Sales Workspace in there
look for this message
You can also post any new ideas in the Ideas forum in here
so that the product team can also evaluate it for future developments and improvements.
Thanks for sharing
Hi! My team is working on the Sales Workspace. I’d love to know more about the types of customization options you’re seeking. Thanks!
Our BDRs initial thought was that while working through tasks they would
like to have two panels instead of three, like it was in “prospecting”. -
they have since gotten used to it ![]()
I imagined something similar to the way you can customize a Company or
Contact.
Being able to remove “subscriptions”, “tickets”, or “orders” from the
Contact view that you get while working tasks. (or to set views based on
team).
We don’t use subscriptions or tickets or orders in the BDR / AE roles.
We may build a ticketing system for our account managers in the future but
I don’t think they would be using “sales”.
i want to remove leads and add in contacts and tasks.
