Setting up First up, you’ll need to install the extension via the chrome web store. Once you’ve done that, it’s a good idea to pin it so that you can access it directly from the top of your screen. Just click the jigsaw puzzle icon… Read More »Reviewing deals with the chrome extension
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
For each event with a member of your team that you open from the event list, you get an event canvas. At first glance, it probably looks like a dashboard. But it’s more than that. With a dashboard, you go back to the same one… Read More »Using the event canvas
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:
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
Before you use Ctrl.io for any of your events, add your direct reports in the Team area so that you can assign them follow up actions and manage their longer term progress. In the Team area, clicking the New team member button will prompt you… Read More »Adding your team
The everyday meetings and calls you have with the people on your team are potentially the best opportunity you have to coach and develop them, so we’re going to put those front and centre in Ctrl.io to get started. You should use the Google or… Read More »Sync your calendar events