Sales AI — analysis in the deal context

Purpose

Use assisted sales analysis as support, without assuming automatic recording per stage.

Before you start#

• CRM pipelines and stages

Step by step#

1. 1

   Open the CRM deal and the Sales AI actions available to your user.

2. 2

   Select the context or import the recording through the offered flow.

3. 3

   Review the material and request analysis when enabled and with resources available.

4. 4

   Check the transcription, recommendations and suggested fields before applying them.

5. 5

   Use the analysis to prepare contact and next steps; validate facts and dates with the deal.

6. 6

   There is no universal need to enable an AI Meeting module to use all sales actions; check the actual source of the material.