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CRM Agent: Email & Calendar Sweep
The CRM stays current without anyone typing. Inside your Outlook and DealCloud.
A weekly sweep of Outlook finds contacts and meetings that never reached the CRM. One approval email, and the records are current.
- Outlook
- DealCloud
One approval email per sweep
What the video shows
- Every Monday, the agent checks the week’s email and meetings against your CRM: here, 214 emails and 31 meetings.
- It emails you what the CRM missed: here six things, including a meeting that wasn’t logged, a new contact, a contact who moved firms, a new deal, a stage change and a new date.
- You reply to approve what gets pushed to the CRM; here, all six.
- The CRM catches up before Monday’s staff meeting.