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

"Auto Follow Team Opportunities"

Managers can get an Executive Summary for every open opportunity for their team by toggling on the "Auto Follow Team Opportunities" in their settings.
This will include any opportunity that is in an 'open' sales stage, so you don't have to click "follow" for every record.