Help center · Daily work in HubSpot

How do I continue a HubCoach plan from the record I am working on?

Find your assigned next step alongside the deal, contact, company or ticket. That way you do not need to go back to the web app to know what is yours on that record.

For reps and agents
2 min read
Updated October 4, 2026

An assigned action plan in the Side Panel: two steps done, the pending next step with its due date and the before, during and after phases of the meeting — A plan assigned to a record, with sample data.

What are the steps?

Open an authorized record in HubSpot, then open the Side Panel and choose Review.
Your plans for this record shows up to two active plans assigned to you. Review the next pending step and its due date, when one is defined.
Choose Continue to open the plan, or See plans to open the list filtered to this record.
Use Only this record in Plans to switch between the current record and your other work.
After making progress, return to Review to refresh the summary. Use Refresh if loading failed.

What does it look like in practice?

Example
While reviewing a proposal, open your assigned preparation plan and confirm the customer decision still missing before your manager review.

What should you keep in mind?

Keep learning

What else might help?

Need help with HubCoach?

If you already use HubCoach, report what is not working in Friction reports, inside the app, so whoever maintains your rules and content can review it. If you do not use it yet, apply to the waitlist.

Apply to the waitlist

You can also write to us at contacto@revenuehublatam.com.

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