What are the steps?
- Open an individual contact, company, deal or ticket in HubSpot.
- The “View classic experience” control identifies the new layout. Classic URLs may contain viewClassic=true.
- Look for the compact blue signal strip near the record’s main working area. The electric-blue edge tab opens the Side Panel and counts active alerts on this record. Drag it along either edge or use Alt + arrow keys when focused.
- Select the action inside a signal. HubCoach looks for the editor in the current layout, including All properties when needed. When there is enough screen width and both panels are open, All properties sits immediately to the left of the Side Panel so you can read a field and its guidance together.
- After switching records or layouts, allow the new record’s signals to load. If the extension is outdated, reload it and refresh HubSpot.
What does it look like in practice?
- Example
The same overdue deal can show a notice in both layouts; you do not need to force Classic.