video explainer
core features
– create deals – update deals – add tasks – change stages – retrieve info
https://www.youtube.com/watch?v=ZLgDGi2g1Q0
<aside> <img src="/icons/conversation_purple.svg" alt="/icons/conversation_purple.svg" width="40px" /> Let Hints manage your HubSpot pipeline on the go. Focus on sales, not data input.
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1. create deals
By sending one message to Hints, you get created Salesforce deal:
<aside> 💬 Create new deal Microsoft Bill Gates [email protected]
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From WhatsApp or SMS!
2. update deals
Update it without opening Salesforce:
<aside> 💬 Change IBM budget to $50000
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Hints update properties like Last Contacted, Amount, Close Date, Deal Probability, Next Step, and more.
3**. send tasks**
Let Hints send tasks to your deals:
<aside> 💬 Call Jahn from IBM tomorrow
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Stay on top of your tasks and ensure you don't miss any important action items!
4. change stages
Hints can change your deal stage:
<aside> 💬 Move Microsoft to Demo Scheduled
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5. add notes
Ask Hints to add notes during calls.
<aside> 💬 Add a note to IBM: Meeting went great. I’m waiting for the final approval
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6. retrieve info
Easily retrieve tasks, contacts or any information from your deals:
<aside> 💬 Show my tasks for today
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<aside> 🤖 Here are your tasks:
- Follow up with Bill Gates
- Send documents to Apple
- Call John from IBM
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