Filling out the CRM tool is one of the most time-consuming tasks for salespeople. Spiky simplifies this process. Click one button to send the summary of your meeting to your CRM tool.
Navigate to the Meetings page and go to the analysis by clicking the Show Analysis button.
You can find the Summary section in the Overview section.
Click on the Send to CRM icon.
In the pop-up, select the deal and the company to which you would like to send this summary and click the Send button to send the summary and other fields to the CRM.