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HubSpot Updates

Sales Workspace Updated: Native CRM Index Pages Replace Custom Tabs

May 8, 2026

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Sales Workspace Updated: Native CRM Index Pages Replace Custom Tabs

What This Update Actually Is

HubSpot shipped a full replacement of the Sales Workspace's custom-built interfaces on April 27, 2026. Every account previously on the old workspace was automatically switched over.

Here's exactly what moved:

  • Prospects tab: replaced by the CRM Companies and Leads index pages
  • Deals tab: replaced by the CRM Deals index page, including board view and top-level analytics
  • Custom task queues: replaced by CRM task queues with full record access
  • Guided Actions: renamed to Suggested Tasks, smarter and fewer, auto-removed when stale
  • View-as mode: removed; managers use shared Saved Views or, on Enterprise, the 'Log in as another user' setting

If your team isn't ready, admins can revert to the previous version via a toggle in Sales Workspace Settings. That option goes away on May 18.

Why HubSpot Shipped This

The old Sales Workspace was essentially a parallel universe inside HubSpot. Admins had to configure views twice: once for the CRM, once for the workspace. Reps had to learn two interfaces. And every time HubSpot improved the Smart CRM, those improvements had to be custom-rebuilt before they showed up in the workspace. That lag frustrated everyone.

We've seen this exact pain across dozens of portals. Humans on sales teams would ask why their reps couldn't see a new CRM feature, and the answer was always the same: the workspace had its own code path. That's now gone.

This update is also part of a broader pattern. HubSpot has been standardizing its object experience across the entire platform. Tasks got the same treatment recently.

The goal is one consistent CRM layer that all hubs, workspaces, and apps sit on top of. When the foundation improves, everything built on it improves automatically.

How to Use It Step by Step

  1. Open the Sales Workspace. Your Summary page loads first. Drag and drop cards to reorder, or collapse cards your team doesn't use.
  2. Check the two new Summary cards. One surfaces stalled deals; the other flags meetings that need follow-up. Act on these before anything else.
  3. Navigate to the Leads tab. You'll land on the full CRM Leads index page. Set up saved views and board view just like you would anywhere else in the CRM.
  4. Navigate to the Deals tab. Configure columns, filters, and board view on the CRM Deals index page. Use the side panel to surface Deal Insights, Deal Score, or Breeze Summary.
  5. Rebuild your Target Accounts view. Go to Sales, then Target Accounts, or create a saved view with the filter 'Target Account = True' and configure columns to match what you had before.
  6. Update task queue settings. CRM task queues are now the engine. Controls appear in a top banner, and reps get the full record with all activities and associations instead of a condensed card.
  7. Move object configurations. Settings for deals, leads, and companies now live in their respective object settings pages, not in workspace settings.
  8. If you need more time, go to Sales Workspace Settings and toggle back to the previous version. Do this before May 18 or the option disappears.

What It Touches in Your HubSpot Strategy

This isn't a cosmetic change. It ripples into how you configure your entire sales motion inside HubSpot.

Saved Views are now the core navigation tool for sales managers. Shared views replace the old View-as mode. If you were using View-as to coach reps or review pipeline, build those shared views now before May 18.

Key Takeaway

Any saved views, column configurations, or filters you had inside the old workspace tabs don't migrate automatically. Rebuild them on the CRM index pages before May 18 or you'll lose your team's custom setup.

Reports that lived in the old Leads Analyze tab are gone from the workspace. They're still available through the Lead Pipeline Overview dashboard template. Make sure your RevOps team knows where to find them and updates any bookmarked links.

The preview panel on the Deals tab is also replaced by the standard CRM side panel. You can configure it to show Deal Insights, Deal Score, and Breeze Summary. This is actually an upgrade for teams that were frustrated the old panel didn't surface AI-powered context.

Object-level settings for deals, leads, and companies now live inside their own settings pages. If your admin team has a documented configuration process for the workspace, that documentation needs updating. Workspace settings now only control how the workspace displays to different teams and users.

Key Takeaway

Because the workspace now shares a foundation with the Smart CRM, every future CRM improvement ships to sales reps automatically. No more waiting for HubSpot to rebuild features for the workspace separately.

If your team is also thinking about how the activity timeline feeds into rep coaching and pipeline review, the recent activity timeline visual updates and new filters pair directly with what you'll see inside the new CRM index pages.

And if you're thinking bigger about how all of this fits into a connected revenue engine, the B2B customer journey framework we've outlined for 2026 shows exactly how a unified CRM layer changes what's possible for sales and marketing alignment.

Who Should Care Most

Not everyone feels this update the same way. Here's who needs to act fast.

  • Sales admins who configured custom workspace views: rebuild those views on the CRM index pages before May 18 so your reps don't lose their setup.
  • Sales managers who relied on View-as mode: create shared Saved Views now; Enterprise accounts can use 'Log in as another user' as a replacement.
  • RevOps teams managing Target Accounts programs: the custom ABM interface is gone; migrate to the Target Accounts app or a saved view filtered by 'Target Account = True' immediately.
  • Growing companies on Sales Hub Professional or Enterprise who want reps working in one place: this is the update that finally makes that possible without a workaround.
  • Sales enablement leaders training new reps: one interface means onboarding gets simpler; update your training materials to reflect the new layout before your next cohort starts.

George's Take

I've been waiting for this one. When we audit portals, one of the most common things we find is that humans on sales teams are working in the workspace but the CRM is configured completely differently. Two sets of columns, two sets of filters, two sets of confusion. Reps don't know which view is the 'real' one. Managers can't trust the data because they're not sure which interface their team is actually using. This update closes that gap. Yes, there's cleanup work to do before May 18. But the long-term payoff is a sales team that works in one place, sees accurate data, and gets every new HubSpot feature the moment it ships.

Two interfaces, two setups, two sources of confusion. That's what the old Sales Workspace cost your team every single day. This update doesn't just simplify the UI. It removes an entire category of admin debt.
George B. Thomas

Ready to Get Your Sales Team Set Up the Right Way?

This update is a genuine opportunity to reset how your sales team works inside HubSpot. But the window is short. May 18 is when the revert option disappears, and organizations that wait tend to scramble. If you want help rebuilding your workspace views, migrating your Target Accounts setup, and making sure your reps actually flourish in the new experience, let's talk. Book a strategy call with the Sidekick team and we'll map out exactly what needs to move and in what order.

Frequently Asked Questions

What happened to the Prospects tab in HubSpot Sales Workspace?

The Prospects tab was replaced by the native CRM Companies and Leads index pages as of April 27, 2026. You can recreate your target accounts view using the dedicated Target Accounts app under Sales, or by creating a saved view filtered by 'Target Account = True' with your preferred columns configured.

Can I revert to the old Sales Workspace experience?

Yes, but only until May 18, 2026. Admins can toggle back to the previous version in Sales Workspace Settings. After May 18, the revert option is permanently removed. If your team needs more time to adjust, act before that deadline.

What replaced View-as mode in the Sales Workspace?

View-as mode was removed. Managers can now use shared Saved Views to review pipeline from a rep's perspective. Accounts on Sales Hub Enterprise can also use the 'Log in as another user' option found in Settings.

Do my saved views and configurations from the old workspace carry over automatically?

No. Custom views, column configurations, and filters from the old workspace tabs don't migrate automatically. You'll need to rebuild them on the CRM index pages. Do this before May 18, 2026 to avoid disrupting your team's daily workflow.

Where did the Lead Analyze tab reports go?

The Analyze tab inside the Leads workspace view was removed. Those reports are now available through the Lead Pipeline Overview dashboard template in HubSpot's reporting section. Your RevOps team should update any saved links or bookmarks pointing to the old location.

Who has access to the updated Sales Workspace?

The updated Sales Workspace is available on Sales Hub Professional and Enterprise. All accounts that were on the previous workspace were automatically switched to the new experience on April 27, 2026. Accounts that started using Sales Workspace after September 2025 were already on the updated version.

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