After a call with a prospect (recorded via TL;DV), automatically summarize the conversation, extract key takeaways, and log the summary into the CRM. Post a quick recap in the team Slack channel.
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You will see instructions as soon as you log in. So here's a sample text so you can't cheat :) You are gonna like Theona, just give it a try! Wanna see a summary? Here it is: After a call with a prospect (recorded via TL;DV), automatically summarize the conversation, extract key takeaways, and log the summary into the CRM. Post a quick recap in the team Slack channel.