Prepare for a meeting: the briefing

The briefing is one page to read before you walk into a meeting with a customer. It is put together from your records the moment you open it.

Open and use the briefing

  1. Open the company and select Briefing.
  2. Read it from the top: the company, a Suggested agenda, Key contacts, Last activities, Open opportunities, Overdue follow-ups, Open quotes, Subscriptions and MRR, Outstanding invoices and Timeline highlights.
  3. Missing: worth capturing lists what the record does not know yet, so you can ask in the meeting.
  4. To keep a copy, select Save as note. The log-activity form opens with the briefing in it. Nothing is saved until you select Save there.

Parts your role cannot see are named under Could not be read instead of being left out silently. When your company keeps money amounts to the finance team, the briefing shows other roles no deal values either.

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