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.
In the Overview section, find the Summary section.
Click on the Sent to CRM icon.
Select the deal and the company that you would like to send this summary in the pop-up and click the Send button to send the summary and other fields you want to send to the CRM.