Why Deal Probability isn't automatically adjusting

[DBrazil]

Any reason why Deal Probability isn't automatically adjusting to my default amount when I change stage? Or is it just a time lag... thought it used to be instant. 

Pretty sdure you don't need a workflow for this?

[JustinPerkinsC · Accepted solution]

Should happen on its own but it might take a minute for HubSpot to make any change, and often would require a screen refresh as it would need to reload and update the new data. 

[adamlfoster · Accepted solution]

Just be mindful that this will only update automatically if you created the deal in HubSpot. If the deal record was imported this may not be the case.

[adamlfoster · Accepted solution]

Just be mindful that this will only update automatically if you created the deal in HubSpot. If the deal record was imported this may not be the case.

[BérangèreL · Accepted solution]

Hi @adamlfoster, thank you so much for your valuable contribution, we truly appreciate your involvement in the Community! ❤️

To add to your reply, here is the article "HubSpot's default deal properties" where we can see that the deal probability is the probability that the deal will close.

This property is updated automatically by HubSpot when a user moves a deal to a new stage based on the Win probability set for each deal stage in the pipeline settings.

If you manually edit a deal's probability, the property will no longer be updated automatically based on the pipeline's open stages.

Manual updates include updating a value on a record, bulk editing records, importing records, and changes made via data sync integrations or API.

The deal probability will only be automatically set again if that deal moves to a Closed Won stage (100%) or a Closed Lost stage (0%), which can be set in bulk via a workflow (Professional and Enterprise accounts only).

Thanks again for sharing your insights and have a wonderful day! 🌞
Bérangère

[JustinPerkinsC · Accepted solution]

Should happen on its own but it might take a minute for HubSpot to make any change, and often would require a screen refresh as it would need to reload and update the new data.