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
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
If you’re not already using deal updates, this could 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
Ctrl.io syncs your deal data from HubSpot so that you can triage your deals. If you’d like to use the deal triage panel in any events with each person on your team, you’ll need to connect your HubSpot CRM account to your Ctrl.io account. IMPORTANT… Read More »Connecting to HubSpot CRM
Using the Ctrl.io deal triage process helps you have a better conversation about how you plan to use the opportunities in your pipeline to hit quota. Note: You can use the triage panel in any event that includes the manager and only one person on… Read More »Deal triage with Hubspot integration
You’ll see some charts at the top of the team page to help you understand more about the events you’re having with the members of your team so you can make adjustments if you need to. You can switch the time period you’d like to… Read More »Understanding your team metrics