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Configure "Companies" Tab Visibility in the Sales Workspace

What is it?

Admins can control which users see the "Companies" view in the Prospects tab of the sales workspace. This lets admins tailor the visible tabs to each rep's responsibilities.

 

Why does it matter?

You can now customize the sales workspace to match your team's unique needs. By controlling access to the Companies view, you ensure reps focus only on relevant information, streamlining their workflow and improving efficiency.

 

How does it work?

To configure the Companies view visibility:

  1. Navigate to Settings > General in the sales workspace
  2. Locate the toggle for the "Companies" view
  3. Use the toggle to show or hide the view for your users

 

Who gets it?

This feature is available for Sales Hub Professional and Enterprise.

Topics: Sales Hub Professional, Sales Hub Enterprise

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