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Whether you’re new to the platform or looking to enhance your existing skills, this video will equip you with essential insights to navigate your commercial loan pipeline effectively. In this session, Ben from Legacy Bank walks you through the intricate features of the deal view and record. Key highlights include: - **Navigating the Deal View**: Learn about the board view and how it can streamline your workflow, making it easier to manage and visualize your deals. - **Understanding Deal Records**: Delve into the layout of the deal record, including approval statuses, loan tracking, and how to utilize the loan rate calculator effectively. - **Managing Relationships**: Discover how to associate contacts and companies with your deals, ensuring every relationship is accurately represented. - **Utilizing the Approval Tracker**: Get insights into how the approval tracker functions, allowing you to monitor loan approvals and necessary votes seamlessly. - **Effective Note Management**: Find out how to pin important notes for collaboration with your team, enhancing communication and decision-making. By the end of this video, you'll have the knowledge to optimize your use of HubSpot's deal management system, leading to improved tracking and approval processes. 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