Managers: Auto-Follow Team Opportunities
AI-Generated "Executive Summaries"
To get a quick synopsis of the last week's activity on a company or opportunity, you'll want to "follow" that record. To do this, you'll click on the "Follow" button to the right of "More", and 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