Sales deal supporter
Automatically tracks and updates sales deals in your CRM when mentioned. Get instant deal summaries, update statuses, and manage your sales pipeline through simple @mentions in Notion or Slack.- Cập nhật thuộc tính cơ sở dữ liệu
- Phản hồi các lượt đề cập hoặc điều kiện kích hoạt
- Tìm kiếm trên toàn bộ không gian làm việc
Giới thiệu về trợ lý này
This agent helps sales teams stay on top of their deals by providing instant access to deal information and automating pipeline updates. Simply @mention the agent in any page, discussion, or Slack channel to get deal summaries, update statuses, adjust estimated values, or check on high-priority opportunities.
It connects directly to your Sales CRM database to track deal progress through every stage—from Lead to Closed—while keeping contact dates, priorities, and account ownership up to date. Perfect for sales reps who need quick answers and managers who want to keep the pipeline moving without manual data entry.
Thư viện
