Manage companies in the sales workspace

🔗 HubSpot KB Bridge: Manage companies in the sales workspace

💡 Core Capability

Please note: the following content applies to the old version of the sales workspace. Starting April 27, 2026, all accounts will use the updated version of the sales workspace. If you’re a Super Admin, you can switch between versions.

🛠️ Key Operations & Headings Outline

• Add companies
• Filter companies
• Add target accounts
• Filter target accounts
• Research or edit companies
• View a company
  • Summary
  • Research Agent
  • People
  • Review company activities
    • Related content

📋 Subscription Availability

• Sales Hub Professional, Enterprise

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • clg_sales_dashboard_blueprint
  • HubSpot Native Workflows
  • drag-to-hubspot-blueprint
  • HubSpot Tasks - June 2026
  • Looker Studio Pro Architecture Blueprint
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot