Quick tipHow toSales Hub

Deal progression: AI next steps on deal records

Deal progression reads the deal's conversations and suggests what to update and do next.

Subscription
Sales Hub or Service Hub Professional or Enterprise; credits for some features
Permissions
Sales or Service seat
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB says the deal progression card uses AI to review deal context, update CRM data and suggest next steps, analyzing all calls and meetings associated with the deal, not just the latest. It needs a Sales or Service seat on Professional or Enterprise, and some features use credits. Setup covers transcripts, smart data capture and context such as your sales methodology.

1. In Agent Hub

Agent Hub in my demo portal lists Deal progression under Win deals.

Agent Hub overview with a Win deals card listing Prospecting agent and Deal progression
Win deals (1) and Deal progression (2).

2. Make it useful

3. Related

Notetaker settings.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam