Your Team’s Meetings digest

Signal description

This signal allows you to receive a daily summary of important customer meetings that your team has. It brings together today's upcoming meetings of your subordinates. Thanks to this signal, you can see in real-time to whom your team is talking.

How organizations use it

Suppose you're a Sales Director at XYZ Corporation, and you're keep a close look at what meetings your sales team has with the customers. You set up the "Meetings Digest" signal to understand the key deals and meeting activities around them daily. This allows you to correct on the go, get the latest updates on deal progressions, and intervene when necessary.

Configurable parameters

  • Filter opportunities to which this signal applies.

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:


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