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Ctrl <> Slack integration

Dash is your Slack app for ctrl.io, sharing a helpful selection of notifications and nudges that help the team stay on top of their deals without being overwhelmed. Managers can choose to be notified when: Reps get notifications: Connecting the integration The process has two… Read More »Ctrl <> Slack integration

Deal Data Sidekick

When you need to get your pipeline tidied up, instead of staring at a deal and figuring out what needs to be updated, the deal data sidekick gives you a nudge on what’s most important (and a quick way to do it). You’ll find it… Read More »Deal Data Sidekick

Deal updates

If you’re not already using deal updates, this couldĀ be a perfect time to start! At the moment, it’s impossible to add an update from HubSpot and you only see them in HubSpot if you choose to add it as a note when you create one.… Read More »Deal updates

Deal check

Deal check gives you a way to understand how a deal is progressing at a glance without leaving ctrl, showing data live pulled directly from the deal in HubSpot CRM. It’s available to view from the forecast area and from the triage panel in an… Read More »Deal check

Getting started

The first steps in using Ctrl are adding someone from your team and connecting to your HubSpot account. Once you’ve done that you can use the triage, goal alignment, deal check and forecast features. Here’s a step by step guide:

Preparing for a 1:1

If your manager is using ctrl.io they might ask you to log in so you can prepare for upcoming events. Make sure they’ve already added you to their team with your work email address, then you can go to my.ctrl.io where you can choose whether… Read More »Preparing for a 1:1