HubSpot Customer Success Workspace: A Complete Setup Guide

More HubSpot tips in your inbox: https://info.simplestrat.com/hubspot-... Hands-on help: https://simplestrat.com/?utm_source=y... Customer success teams typically juggle a handful of different views just to get a clear picture of their day. HubSpot's Customer Success Workspace is built to bring all of that into one place. It's also one of the more configurable workspaces in HubSpot, which means it can look meaningfully different depending on how your team defines customers, tracks projects, and measures revenue. In this video, you'll learn how to: Configure the core setup: your customer object, how customers are flagged, and how projects and revenue are tracked Build out multiple workspaces for teams that manage their work differently Customize each tab with the right owner properties, renewal dates, pipelines, and default views for your team Jump to a specific topic: 00:00 Introduction 00:55 Navigate to the Customer Success Workspace in HubSpot 01:52 Customer Success Objects in HubSpot 03:35 Create Customer Success Workspaces in HubSpot 04:53 Customer Success Projects in HubSpot 05:38 Revenue Processes in HubSpot Customer Success Workspace 06:30 HubSpot Customer Success Workspace Customization 07:03 Customer Success Workspace in Action _______________ 🎬 ABOUT HUBSPOT HACKS: HubSpot Hacks is the #1 unofficial YouTube channel for practical HubSpot tutorials, created by Simple Strat — a HubSpot consulting firm that helps small and mid-market B2B companies simplify growth by aligning their teams, tools, and data to unleash the platform's full potential. Every week, we publish real-world tips, use cases, and walkthroughs to help marketing, sales, and ops teams streamline workflows and unlock more value from HubSpot. Hosted by: Tyler Sprunk (  / getsprunk  ) Will DePeri (  / willdeperi  ) Alexis Eaglin (  / alexiseaglin  ) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video, and don't forget to subscribe to the channel! ____ DISCLAIMER: This channel and content are independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc. The content, information, data and contact and company details shared in this video are fake and for demo purposes only. No public personal information has been shared as a result of this video. #hubspot #hubspotpartner #hubspottutorial