Aug 10, 2026

Forecast Status and Forecast Notes are now available in Deals. You can also edit Close Date, Pipeline, and Stage directly, and turn on Accelerated Sync from page headers across Data Parrot.

TL;DR

• Set Forecast Status directly in Deals.
• Add Forecast Notes from reps and managers, with a full version history for each person.
• Edit Close Date, Pipeline, and Stage from the Deals table or Deal page.
• Turn on Accelerated Sync from the top of the page when you need recent HubSpot changes in Data Parrot.

Set Forecast Status in Deals

Forecast Status enables you to classify deals based on where they are in the sales process and how likely they are to convert.

Select Forecast Status on a deal and choose a value. The change saves immediately.

Owners and admins can choose how Forecast Status is managed:

• Use Data Parrot to manage Forecast Status values directly in Data Parrot, including their names, order, descriptions, and instructions for the team.
• Use a HubSpot property to use an existing HubSpot deal property for Forecast Status. Changes stay up to date in both HubSpot and Data Parrot.

Data Parrot and HubSpot keep their own Forecast Status setup. Switching between them does not copy or delete anything.

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Add Forecast Notes to deals

Forecast Notes adds notes to deals for reps and managers. Each person has one current note per deal and can edit only their own. The team can read every note and its version history.

Select Forecast Notes on a deal to add or update your note, read notes from other people, or review earlier versions. Clearing a note keeps its previous versions in history.

Forecast Notes can be turned off without deleting existing notes or history. Turning them back on restores the saved notes.

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Update deal fields directly

Close Date, Pipeline, and Stage can now be edited from the Deals table and the Deal page. Changes are saved to the matching HubSpot deal.

Pipeline and Stage are updated together. Only active pipelines and open stages are available.

Turn on Accelerated Sync from page headers

The Accelerated Sync toggle is now available at the top of pages across Data Parrot. Turn it on to check HubSpot for updates every five minutes for the next two hours. Standard sync runs every hour.

Accelerated Sync requires a connected HubSpot account. Owners and admins on Pro and Max can turn it on.

Where to find it

Open Deals to set Forecast Status, add Forecast Notes, or update Close Date, Pipeline, and Stage. Owners and admins can configure Forecast Status and Forecast Notes in Forecast Settings.

These updates are available with Data Parrot Pro and Max.

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