When should I use Deal Pulse Mode?

Use Deal Pulse Mode for: Individual sales reps cleaning up deals before review meetings, sales leaders running team deal reviews, end-of-month forecast validation, quarterly business reviews, and onboarding new reps by reviewing their pipeline together. The mode is especially valuable when you need to review multiple deals systematically and update HubSpot properties in real-time.

Deal Pulse Mode

Q: What is Deal Pulse Mode?

Deal Pulse Mode is a gamified, full-screen interface for rapid deal reviews. It displays one deal at a time with complete AI analysis, timeline history, and allows direct updates to HubSpot properties. Features include a progress bar, session timer, forecast impact tracking, and the ability to create notes and tasks. It's designed to make deal review meetings 50% faster while improving forecast accuracy.

Deal Pulse Mode is an accelerated deal review interface that transforms pipeline reviews into efficient, gamified sessions. Get comprehensive deal insights, update HubSpot in real-time, and track your forecast impact - all in one streamlined workflow.

← Back to Deal Pulse | View All Deals

What is Deal Pulse Mode?

Deal Pulse Mode is a full-screen, focused interface for rapid deal reviews that combines:

Comprehensive AI analysis of each deal
Real-time HubSpot updates without switching tabs
Session tracking with progress metrics and timers
Forecast impact monitoring as you make changes
Integrated documentation with notes and tasks

Key Benefits

Focused Efficiency: One deal at a time, full-screen focus eliminates distractions and context switching.
Time Tracking: Built-in timers and progress tracking keep sessions on pace and productive.
Real-Time Updates: Changes sync instantly to HubSpot - no need to switch between applications.
Forecast Visibility: See how each change impacts your forecast across different time periods.
Complete Documentation: Create notes and tasks without leaving the review flow.