Account & Settings

COGorman
Colaborador(a)

Prospecting

resolver

Hi Guys,

 

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

 

Any ideas on how to find this?

1 Solução aceita
Lucila-Andimol
Solução
Autoridade no assunto | Parceiro Platinum
Autoridade no assunto | Parceiro Platinum

Prospecting

resolver

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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4 Respostas 4
karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Prospecting

resolver

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 Avaliação positiva
COGorman
Colaborador(a)

Prospecting

resolver

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

0 Avaliação positiva
karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Prospecting

resolver

@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
Solução
Autoridade no assunto | Parceiro Platinum
Autoridade no assunto | Parceiro Platinum

Prospecting

resolver

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.