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How can I send the summary to my CRM account?
How can I send the summary to my CRM account?
Updated over a week ago

One of salespeople's most time-consuming recurring tasks is filling out their CRM tool. But, Spiky is here to help. All you need to 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.

  1. In the Overview section, find the Meeting Summary section.

  2. Click on the Sent to CRM icon next to the title.

  3. Select the deal and the company that you would like to combine this summary in the pop-up and click the Sync button to send the summary.

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