Customer Success Workspace Portfolio

Service Hub Customer Feedback Tool
1

Hello,

I’m trying to set up our Customer Success Workspace, but I’m quite new to HubSpot. I have our Health Scores set up, and I want the Health Score and Health Score Status properties to be added to my custom Portfolio.

My desired view is to use Deal Owner instead of Company Owner and Company Name because my deals aren’t reflected in the table when I filter by Company Owner as myself. However, there is no Deal Owner option in the advanced filters.

I only want to show deals that are assigned to me. How can I achieve this?

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My deals are not in the list above

2

Hi @RGarcia64 and welcome, it’s so great to see you here! :tada:
Great question, thanks for asking the HubSpot Community!
For information, I’d like to share these resources that might be of interest:
- Workspaces
- Customer Success Management (Beta)
Also, I’d love to put you in touch with some of our Top Experts and Community Members: Hi @ClemenceP, @MVila4, @ScottPennwood, @johnelmer and @ArtyCele do you have suggestions to help @RGarcia64, please?
Have a wonderful day and thanks so much!
Best,
Bérangère