HubSpot's Sales Workspace Is Getting a Major Upgrade - Here's Everything You Need to Know

Effective Date: April 27, 2026 | Available to: Sales Hub Professional & Enterprise

On April 27, 2026, HubSpot will automatically switch all Sales Hub users to a redesigned and upgraded Sales Workspace. This isn't a minor tweak - it's a fundamental rearchitecting of how sales reps interact with their CRM data, tasks, leads, companies, and deals. If you manage a sales team on HubSpot, this affects your daily workflows, your reps' routines, and your admin configuration.

This post covers everything: what's changing, what's new, how to use it, why it's better, and what your team needs to do before April 27.

The Big Picture: Why HubSpot Is Making This Change

The previous Sales Workspace was built with a layer of custom interfaces sitting on top of the CRM - separate views for Prospects and Deals that were workspace-specific and required duplicate configuration. Every time HubSpot released a new CRM feature, it didn't automatically show up in the workspace. Admins had to configure it separately.

The updated workspace eliminates that gap. It replaces those custom-built interfaces with native CRM index pages, meaning:

• Your reps see the exact same data structure as the rest of the CRM - no more parallel universes.
• Every new CRM feature HubSpot ships in the future will be available in the workspace automatically.
• Setup and configuration is consolidated. No more configuring deals in two places.

The underlying philosophy: the workspace should be a focused, opinionated view into your CRM - not a parallel system.

What's Actually Changing: The 3 Major Shifts

1. The Summary Page - Redesigned from Scratch

The Summary page is the first thing reps see every day. In the updated workspace, it's been completely rebuilt with flexibility as the core principle.

Before:

• Fixed card layout with no reordering
• "Guided Actions" as a separate card with configurable recommendations
• Schedule view was calendar only

After:

• Drag-and-drop card layout - reps can reorder cards to match their personal workflow
• Cards can be collapsed to minimize what they don't need
• "Guided Actions" is now called Suggested Tasks - same concept, smarter recommendations, fewer stale items
• Two brand-new cards have been added:
• Stalled Deals card - surfaces opportunities that have gone quiet and need attention
• Follow-up on Meetings card - highlights meetings with uncommitted next steps
• The Schedule section can now toggle between calendar view and list view

The layout persists across sessions. Once a rep sets it up, it stays.

2. CRM Pages - Prospects/Deals Tabs Replaced by Native CRM Index Pages

This is the biggest structural change. The custom workspace-specific Prospects and Deals tabs are gone. In their place:

Before:

• Custom "Prospects" tab showing Target Accounts only
• Custom Deals tab with workspace-specific layout and a large preview panel

After:

• Companies tab - the full Companies CRM index page (all companies, not just Target Accounts)
• Leads tab - full CRM Leads object with index view, board view, and saved views
• Deals tab - full CRM Deals index page with board view, top-level analytics, and complete customization

The practical benefit: saved views, column configurations, and filters now work across both the workspace and the main CRM. No more duplicate setup.

3. Task Queues - Custom Playlists Replaced by CRM Task Queues

How reps work through tasks is changing.

Before:

• Side panel with navigation controls
• Condensed record view in the task queue

After:

• Top banner with navigation controls (optional side panel still available)
• Full record view while working through tasks - reps see all associations, recent activity, related objects, and signals without having to open another tab

The headline improvement here is context. Instead of seeing a stripped-down card of the prospect, reps see the entire record while completing tasks. Better context = smarter conversations.

What's Staying Exactly the Same

Not everything is changing. The following tabs are untouched:

• Meetings tab - no changes
• Tasks tab - no changes
• Dashboard tab - no changes

If your reps primarily live in these sections, the April 27 switch will be nearly invisible to them.

Deep Dive: Each Section Explained

Summary Tab

The Summary tab is now fully customizable. Out of the box, it includes:

• Tasks card - shows task categories (High Priority, Calls, etc.) with direct "Start tasks" button
• Suggested Tasks card - AI-powered next-best-action recommendations based on recent activity
• Stalled Deals card - new; surfaces deals needing attention based on inactivity signals
• Follow-up on Meetings card - new; highlights meetings without logged outcomes or next steps
• Schedule preview - right-hand panel showing today's agenda and upcoming meetings
• Feed tab - a timeline of your recent activities and quote activity on owned deals
• Insights tab - activity metrics for the current week

Reps can drag any card to any position. They can collapse cards they never use. The layout is personal and saves automatically.

Companies Tab

The Companies tab now shows the full CRM Companies index page instead of the limited Target Accounts view.

For teams that use Target Accounts, there are two paths:

• Option A: Use the dedicated Sales > Target Accounts app (bookmark it for quick access)
• Option B: Create a saved view in the Companies tab with the filter Target Account = Yes, add relevant columns (tier, industry, revenue), and save it as a team view

For teams that don't use Target Accounts: The change is minimal. Reps now see all companies instead of a filtered subset.

Leads Tab

The Leads tab is now a full CRM object with standard index page and board view. This is the change that will most significantly affect BDR and SDR teams.

What's been removed:

• The "Start All" button that let reps work through leads sequentially in a queue
• The ability to schedule the next activity directly from the table row

What's been added:

• Board view for visual lead management by stage
• Full CRM saved views and filters
• Lead reporting moved to: Reporting > Dashboards > Lead Pipeline Overview (dashboard template)
• Stage duration visible directly on the lead record page

Recommended replacement workflow for BDRs:

• Use board view to work through leads by status visually
• Build saved views for "My Active Leads", "Hot Leads", and "New Leads"
• Use Pipeline Automation to trigger follow-up tasks automatically when a lead changes stage

Leads are now a first-class CRM object with the full power of the HubSpot data model behind them.

Deals Tab

The Deals tab now shows the full CRM Deals index page with board view and top-level analytics.

What changed:

• The large preview panel (with Deal Score, Deal Insights, and Deal Stage Tracker) is replaced by the standard CRM side panel
• Alerts are now only available inside the Deal Insights module (not below the deal row)
• Workspace-specific saved views are replaced by standard CRM saved views (work in both places)

What to configure post-switch: Admins should configure the CRM side panel to include the modules reps relied on in the old preview panel:

• Deal Score card
• Deal Insights card
• Breeze Summary card

For updating deal stages:

• Click into the deal record, or
• Use board view for visual drag-and-drop stage management, or
• Use bulk edit from the list view

Recommended saved views to set up:

• My Open Deals
• Closing This Month
• No Activity Scheduled
• Stalled Deals
• Team Deals (for managers)

Task Queues - New Experience

When a rep clicks "Start tasks" in the Summary tab, they now enter the standard CRM task queue instead of the old workspace-specific queue.

The controls have moved from a side panel to a top banner. The side panel is still available as an optional fold-out. More importantly, reps now see the complete record while completing a task - full associations, recent notes, calls, emails, and signals are all visible without switching views.

Admin Changes: What Managers and Admins Need to Know

Settings Have Moved

Object configuration for the workspace has moved:

• Deals settings: Settings > Objects > Deals
• Leads settings: Settings > Objects > Leads
• Companies settings: Settings > Objects > Companies

Guided Actions configuration has been removed entirely. Suggested Tasks are automatic and not configurable.

View-As Mode Is Gone

The ability to impersonate a rep via "View-as mode" has been removed. Replacements:

• Shared views - create and share a saved view scoped to a specific rep's records for coaching visibility
• Log in as another user - available for Sales Hub Enterprise customers via Settings

Update your onboarding and coaching processes accordingly.

The Prospecting Agent: AI-Powered Outreach Built In

The updated workspace integrates closely with HubSpot's Prospecting Agent - an AI-powered tool (available on Sales Hub Professional and Enterprise) that researches contacts and executes personalized outreach on your team's behalf.

Key capabilities:

• Enroll contacts manually or automatically based on rules
• The agent researches each contact (form submissions, page views, calls, meetings, notes, email opens - up to the past year)
• It composes personalized emails based on your Selling Profile (product info, tone, meeting links, attached documents)
• Choose semi-autonomous mode (review before sending) or fully autonomous mode (send automatically)
• Set guardrails: send window, frequency (e.g., max 5 emails per enrollment), business days only
• Up to 85 Selling Profiles can be created - useful for segmenting by product line, ICP segment, or language

From the Companies tab, target accounts can be researched and AI-drafted emails can be generated with one click - without needing to fully enroll the company in the agent.

Note: Prospecting Agent consumes HubSpot Credits as of September 3, 2025.

How the New Workspace Improves Sales Operations

Here's a concrete summary of the operational improvements:

Step-by-Step: How to Use the New Sales Workspace

For Reps - Your Daily Routine

1. Navigate to Sales > Sales Workspace
2. On the Summary tab:
• Review your Tasks card - click "Start tasks" or pick a category (e.g., Calls)
• Check Suggested Tasks for AI-recommended next actions
• Scan Stalled Deals - any opportunities going cold?
• Review Follow-up on Meetings - any outstanding next steps from recent calls?
• Use the right panel to preview your schedule for the day
3. Click the Leads tab to manage your prospect pipeline - switch to board view to work by stage visually
4. Click the Deals tab to review open opportunities - use saved views like "Closing This Month" or "No Activity Scheduled"
5. Click the Companies tab to manage accounts - apply your "Target Account = Yes" saved view if relevant
6. Use the Schedule tab for calendar management and meeting prep
7. Use the Feed (right panel) to track recent activity across your owned records

For Admins - Pre-Switch Checklist

Before April 27:

• Identify which workflows are most impacted for your team (especially BDR/SDR lead workflows)
• Create essential saved views for Leads, Deals, and Companies
• Configure the CRM side panel for Deals (add Deal Score, Deal Insights, Breeze Summary)
• Decide on your Target Accounts approach (dedicated app vs. saved view)
• Set up shared views as View-As mode replacement for coaching
• Update internal training documentation and screenshots
• Enable the workspace early via the toggle in Sales Workspace Settings to let your team practice before the forced migration

After switching:

• Monitor adoption and gather rep feedback in the first 2 weeks
• Review Lead Pipeline Overview dashboard (Reporting > Dashboards)
• Verify Deals side panel is configured correctly for each team
• Rebuild any guided actions logic using Suggested Tasks + Pipeline Automation workflows

Walkthrough Summary: The Updated Experience at a Glance

Here's the full picture of the updated workspace in one pass:

→ Open Sales Workspace You land on the Summary tab. Your cards are in the order you set. Tasks are front and center. Two new cards - Stalled Deals and Follow-up on Meetings - give you at-a-glance pipeline health.

→ Click "Start tasks" You enter the CRM task queue. The top banner shows navigation controls. A foldout side panel is available. You see the full record - all notes, recent emails, associated companies, and open deals - while completing each task.

→ Open the Leads tab You see the full CRM Leads index page. Switch to board view to drag leads across stages. Use saved views to filter to what you're working today. Create leads directly from this tab.

→ Open the Deals tab You see the full CRM Deals index page. The side panel shows Deal Score, Deal Insights, and Breeze AI summary. Board view is available for visual stage management. Alerts are in the Deal Insights module.

→ Open the Companies tab You see all companies. A saved view filtered by Target Account = Yes brings you back to the target account workflow. Or navigate directly to Sales > Target Accounts for the dedicated app.

→ Open the Schedule tab Unchanged. Calendar view for meetings, follow-up opportunities surfaced in the left sidebar. Items without logged outcomes appear for 7 days until acted on.

Timeline and How to Switch Early

HubSpot will force all accounts to the new workspace on April 27, 2026.

Admins can switch early by navigating to: Sales Workspace Settings > Toggle to enable updated workspace

The toggle also allows you to revert after switching - but only until April 27. After that date, the new workspace is permanent.

Recommended approach: switch early, train your team with time to adapt, and use the revert option as a safety net - not a default escape.

Need help preparing your team for the switch? At IV-Lead, we help HubSpot customers configure, train, and transition their sales teams smoothly. Contact us to get ready before April 27.