🔗 HubSpot KB Bridge: Customize guided actions
💡 Core Capability
Please note: the following content applies to the old version of the sales workspace. Starting April 27, 2026, all accounts will use the updated version of the sales workspace. If you’re a Super Admin, you can switch between versions.
🛠️ Key Operations & Headings Outline
- Switch guided actions on or off
- Edit a guided actions default action
- Edit a guided actions time frame
- Related content
📋 Subscription Availability
- Sales Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- No active client notes are currently wikilinked to this capability. Useful as general reference for HubSpot features.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot