Account & Settings

COGorman
投稿者

Prospecting

解決

Hi Guys,

 

A brief one: I cannot see the prospecting area on my hubspot anymore.

 

Any ideas on how to find this?

1件の承認済みベストアンサー
Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Prospecting

解決

Hi @COGorman 

you should find it in the menu under workspaces

maybe someone in your team opted into the Sales workspace

its the new version of the prospecting workspace

but with sales info too.

Screenshot 2024-10-14 at 13.02.57.png

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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元の投稿で解決策を見る

4件の返信
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Prospecting

解決

Hi @COGorman,

 

Could you please confirm the following?

  • You're still on Sales Hub Professional or Enterprise.
  • You have an assigned paid seat.
  • You have sales permissions.

There is also a new beta which essentially turns the prospecting workspace into the sales workspace. If you're seeing sales as a workspace where prospecting used to be, you're in the right place.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 いいね!
COGorman
投稿者

Prospecting

解決

That explains it—I cannot see tasks overdue, like calls and emails, now. Have these moved somewhere else?

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Prospecting

解決

@COGorman in the "Summary" tab, you should see "Your tasks today". Are you seeing something different?

 

karstenkoehler_0-1728907584395.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Prospecting

解決

Hi @COGorman 

you should find it in the menu under workspaces

maybe someone in your team opted into the Sales workspace

its the new version of the prospecting workspace

but with sales info too.

Screenshot 2024-10-14 at 13.02.57.png

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.