Start Your Day
Use the Sales Workspace to review new contacts, tasks, meetings and follow-up activities.
Sales Workspace
One screen that shows everything waiting for you today.
The Sales Workspace is your home base in HubSpot. Open it first thing every morning and work top to bottom. It brings your contacts, tasks, meetings and recent activity together so you do not have to hunt through separate menus.
Tip
Bookmark the Sales Workspace in your browser and set it as your start page. Building the habit is half the work.
Let Breeze plan your morning
Breeze is HubSpot's built-in AI assistant. Click the Breeze sparkle icon in the top right of any HubSpot screen to open the assistant panel, and ask it plain-English questions about your own records — you do not need to know how to build a report or a filter.
- “What should I focus on today?”
- “Show my contacts with no activity in the last 14 days.”
- “Summarise my open deals closing this month.”
- “Which of my contacts have not been contacted yet?”
Breeze tip
Breeze only sees the records you have access to in HubSpot, so its answers reflect your own book of business. Treat its list as a starting point, then work it in the Sales Workspace as usual.
Want exact prompts to copy and paste?
See Breeze promptsCreating and filtering your contact list
Build a saved view of your contacts so you always know who to call next.
Your contacts page starts out showing every record in the CRM — including contacts owned by other agents. Create a filtered, saved view that shows only your contacts, in an order that makes sense for follow-up, and pin it as your default so it is the first thing you see every day.
Build a small set of views, not one giant one
Most agents only need three saved views: My new contacts, My follow-ups due, and My active prospects. Fewer views means less deciding and more calling.
Only work your own contacts
Never filter to or call contacts owned by another agent — it causes double-calls and confusion with buyers. If a record looks like it should be yours, talk to your manager before touching it.
Let Breeze build the filter for you
Not sure how to set a filter? Ask Breeze: “Show me my contacts created in the last 7 days” — then save the result as a view so you never have to rebuild it.
Reviewing and prioritising new contacts
Respond quickly, and always in priority order.
Speed matters
Contacts contacted within the first five minutes are far more likely to convert. Treat new contact notifications as an interrupt, not a to-do.
Working tasks and meetings
Clear the queue and prepare before every meeting.
Tip
Block thirty minutes on your calendar each morning purely for HubSpot follow-up. Protected time is the difference between a tidy pipeline and a messy one.
Five Daily Habits
- 1Review your Sales Workspace every morning.
- 2Respond to new contacts promptly.
- 3Log meaningful prospect communication.
- 4Keep contact and deal information current.
- 5Always create the next follow-up task.
“Preparation creates confidence. Consistent follow-up creates results.”