Managing Your Deal Pulse Mode Session
← Back to Deal Pulse Mode Overview | Getting Started
How to Use Deal Pulse Mode
- Review the Deal Workspace to see the Deal Information and AI Analysis to get a quick overview of the deal.
- Review the Timeline to see the recent events, key property changes, and AI Deal Health changes over the history of the deal.
- If you are reviewing this deal with the sales person, this is a great time to review potential next steps - how to win the deal, advance it, or shut it down.
- Change the Close Date, Stage and/or Amount and click "Confirm". HubSpot will be instantly updated!
- For any actions/next steps - click the "Create Note" or "Create Task" button in the bottom action bar to create a Note or Task directly in HubSpot.
- View the impact on your Forecast. In the top action bar, on the left, you can see the impact on your next 3 months. To see all the changes, click "View All" and a Bar Chart will appear showing the "before" and "after" values of your forecast for the targeted deals.
- Click "Back" to go to the previous deal, "Next" to go to the next deal, or "Confirm" to move to the next deal. Or optionally select a specific deal in the Deal List on the left.
- Continue going through the deals.
- When you are finished, click the "Finish Session" button in the top left corner of the Deal Pulse page and a summary of the session will be displayed.
Wrapping Up
When you are finished with Deal Pulse Mode, click the "Finish Session" button in the top left corner of the Deal Pulse page.
You are presented with a summary of the session including the number of deals selected, deals confirmed, session duration, and average review time per deal.
Deal Pulse Mode Finish Session Summary