Getting Started with Deal Pulse Mode
Deal Pulse Mode is a faster, more efficient way to review deals and focus on coaching your sales team and helping you build a higher quality sales forecast.
It is a gamified way to review deals, with a progress bar, timer, and a focus on the current deal you are reviewing.
The most common use cases are:
- Individual Sales People cleaning up their own deals before a Deal Review Meeting
- Sales Leaders running a Deal Review Meeting with their team
- Sales People running a Deal Review Meeting with themselves
- Sales Leaders cleaning up deals before committing a forecast
In Deal Pulse Mode, you can quickly get a complete picture of everything going on with the deal, the AI analysis, and update key HubSpot properties directly including Close Date, Stage, and Amount.
Deal Pulse Mode is "going full-screen" on a single deal at a time - review the AI analysis, timeline history and update the key deal details in HubSpot. Then confirm / move to the next deal.
← Back to Deal Pulse Mode Overview
How to Start
Go to Deal Pulse (opens in a new tab), then click the "Deal Pulse Mode" button in the top right corner of the Deal Pulse page.
Start Deal Pulse Mode Button
Deal Pulse Mode Layout
There are 4 major sections of Deal Pulse Mode:
- List of Deals for Review: This is the list of deals that matched the filters when you started Deal Pulse Mode.
- Top Bar: Session stats (Avg Review Time per Deal, Total Time, and Total Deals Reviewed) and changes to the Forecast as a result of any deal changes made. Click View All to see all the changes.
- Deal Workspace: A summary of Deal, AI Analysis, Suggestions and Timeline.
- Action Bar: Update HubSpot properties directly including Close Date, Stage, and Amount. Create Notes and Tasks directly in HubSpot. Click Confirm to commit the changes to HubSpot.
Deal Pulse Mode Layout - Top Bar, Deal Workspace, Action Bar