Use Sales Copilot to prepare for upcoming meetings

Sales Copilot can help salespersons prepare for upcoming meetings using the “Prepare for upcoming meetings / Prepare me for today’s meetings” prompt. Make sure you have Sales Copilot enabled. Navigate to Sales Hub >> App Settings >> Copilot (General Settings) Check the “Try our newest preview features before they’re rolled out to everyone” option and … Continue reading “Use Sales Copilot to prepare for upcoming meetings”