I just had a call with someone who has been using HubSpot for about 8 months, and as soon as he shared his screen, I noticed everything was still set to the default settings. 👀

As a HubSpot user, your workspace should feel like 'your' workspace but many don't know about the possibilities.

HubSpot's customisation tools have improved so much over this past year to allow sales reps to create a clutter-free environment, tailored to their unique needs. You may need to ask the super admin for help here but you'll be glad you did.

Here's how to set yourself up for success:

👉 Customise index and record pages
Use the record customisation tools to show only the cards/properties you use most often. This means faster data entry and fewer distractions.

👉 Streamline tasks
Organise your calls, emails, and follow-ups into logical queues. Say goodbye to jumping between tabs

👉 Saved filters
Create filters for contacts, companies, and deals to instantly find what you need without sorting through irrelevant data.

👉 Cut the clutter
Hide unnecessary features: If there are tools or fields you don’t use, hide them! HubSpot allows admins to restrict access to unused features, keeping your interface clean and functional.

👉 Simplify pipelines: Eliminate unnecessary deal stages to keep your process lean and intuitive.

👉 Set up templates and snippets: Keep your go-to responses and resources a click away by saving them in HubSpot’s templates and snippets library.

👉 Add the Sales Workspace (currently in Beta). All sales reps I've spoken to love it and it's a big improvement on the prospecting workspace.

🏆 The Result?
By focusing on what you do need and removing what you don’t, you'll work smarter, not harder.

A clean, customised workspace reduces distractions, boosts efficiency, and gives you more time to focus on building relationships and closing deals.