Improve relevance of Copilot summaries and recent changes

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Jan 19, 2024

Business value

Tailored summaries of sales records are essential for aligning with each organization’s sales preferences. This feature enables admins to customize Copilot to generate summaries and recent changes lists according to their business needs. With these customizations, sellers can save valuable time and get a quick summary of sales records and a list of recent changes based on fields that matter most to them. As a result, sellers can prioritize leads more efficiently, focus on high-potential opportunities, and dedicate more time to meaningful customer engagements.

Feature details

With this feature, administrators can:

  • Configure up to 10 fields for generating opportunity and lead summaries.
  • Configure up to 10 fields for compiling recent changes lists for opportunities and leads.