CRM

CVanzetti
Member

Deal Insights not showing up

SOLVE

I've been trying to turn on deal insights for the deal dashboard, but can't seem to find the settings for it or even the toggle to turn on the capability for it. Any suggestions?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal Insights not showing up

SOLVE

Hi @CVanzetti,

 

If you're on a paid Sales Hub subscription, you can find the setting here: https://knowledge.hubspot.com/records/review-data-insights-on-deal-views#turn-data-insights-on-or-of...

 

It looks like you may be on the free CRM which doesn't include deal insights as per the documentation. If you're not seeing the setting and if you're using the free tools, that would explain why.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal Insights not showing up

SOLVE

Hi @CVanzetti,

 

If you're on a paid Sales Hub subscription, you can find the setting here: https://knowledge.hubspot.com/records/review-data-insights-on-deal-views#turn-data-insights-on-or-of...

 

It looks like you may be on the free CRM which doesn't include deal insights as per the documentation. If you're not seeing the setting and if you're using the free tools, that would explain why.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes