Deal "risks"?

[awcw]

How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.

[karstenkoehler · Accepted solution]

Hi @awcw,

These risks relate to, comparably broadly, "potential areas of concern to focus on such as a decrease in deal score, uncertainty from buyer, and no follow-up activity scheduled. If a risk is related to an activity, click the activity name to view the activity", see here: https://knowledge.hubspot.com/prospecting/create-and-manage-deals-in-the-sales-workspace#risks

As of now, thered doesn't seem to be any option to configure them or disable risks specifically. Turning off CRM data on the AI settings page will disable the risks – but other AI related features as well, of course:

If you want more configuration options here, you could submit a post here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas – These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

Have a great day!