Introducing a new home for sales rep that surfaces their upcoming tasks and meetings in one place.
Currently, reps are working from their inboxes, CRMs, calendar, spreadsheets, notebooks…any number of disparate applications all in an effort to figure out what to do next, execute their sales activities, and ultimately to hit their sales goals.
With the Today view, HubSpot gives reps a personalized command center - it’s the first thing they log into and use throughout the day. This is their single source of truth for everything they need to do today to reach success, all in one single tab.
Sales development and closing reps spend most of their day in this tab and intelligently work through their sales activities, follow up with prospects to set meetings, build pipeline, and close deals.
The Today view makes it effortless for reps to engage their prospects throughout different phases of the sales cycle. Reps can keep track of their prospect touchpoints and scale their outreach efforts—building personalized relationships with ease.
With the Today View on Mobile, you have one place to see upcoming priorities for the day with visibility into your day's tasks and upcoming meetings.
The Today tab currently includes two sections: tasks and meetings.
Within tasks, you can:
Within meetings, you can:
This is now live to all.