Follow Opportunities and Companies

How to Follow Companies and Opportunities

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 at the top right of a record. Once you click, it should turn purple and say "Following".

You will receive a weekly Executive Summary email that includes the summaries for every record you follow.

Auto-Follow Opportunities and Companies for your Team

Managers can get an Executive Summary for every open opportunity automatically for their team by toggling on the "Auto Follow Opportunities" in their settings > Following. You also have the option to include companies or opportunities in the Executive Summary that have no activity in the past week so you are aware where deals or relationships may be falling behind.

Executive Summary and Summary View

In addition to getting an Executive Summary email for the Opportunities and/or Companies you follow, we now have a place for that in Spiro so you can always have access to all of the latest summaries.

To access the Summary View, click on Companies or Opportunities on the left hand side of Spiro and then select "Summary View" from the drop down 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 the view. 

How to find records you are following

If you're using filters to follow the records you care about, you're already getting weekly emails with AI generated summaries of their activity. If you find that you're in Spiro and want to look at a list of only your followed records, you can do that with a filter.