Follow Team Opportunities and Companies
AI-Generated Executive Summaries
To get a quick synopsis of the last week's activity on a company or opportunity, you will want to "follow" that record. To do this, click on the "Follow" button to the left of "More". Once you click, it should turn purple and say "Following". This will prompt our AI to generate an Executive Summary (you may need to refresh Spiro).
You will also receive a weekly Executive Summary email that includes the summaries for every record you
Follow Opportunities and Companies
Auto-follow records Settings: Managers can get an Executive Summary for every open opportunity for their team by toggling on the "Auto Follow Opportunities" in their settings.
Make sure to select a filter so you only see the opportunities that are important to you so you don't have to click "follow" for every record
Manually follow: You can always manually follow records as well if you need to. Just go to the Company, Contact, or Opportunity detail page and click the "Follow" button on the top left
Summary View
In addition to getting a weekly email with Opportunity and/or Company executive summaries, we now have a place for that in Spiro so you can always have access to the latest summaries.
To access the Summary View, click on Companies or Opportunities on the left hand tool bar and then select "Summary View" from the toggle on the right hand side. Spiro will remember your selection, so if you choose Summary View and go to another page...when you go back to the Companies or Opportunities tab, it will still be on Summary View until you change
Manually follow: You can always manually follow records as well if you need to. Just go to the Company, Contact, or Opportunity detail page and click the "Follow" button on the top left
Summary View
In addition to getting a weekly email with Opportunity and/or Company executive summaries, we now have a place for that in Spiro so you can always have access to the latest summaries.
To access the Summary View, click on Companies or Opportunities on the left hand tool bar and then select "Summary View" from the toggle on the right hand side. Spiro will remember your selection, so if you choose Summary View and go to another page...when you go back to the Companies or Opportunities tab, it will still be on Summary View until you change
