Summary View

For those of you that are "Following" records in Spiro, you've been 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.

Company and Opportunity Summary View

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 it.