Receive pre-meeting tips
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | Sep 2024 | Sep 2024 |
Business value
When you prepare for a customer meeting, you want to get up to speed quickly with the account so you can professionally address the customer’s asks and effectively move the deal forward.
Feature details
As a seller, you want to swiftly familiarize yourself with the latest developments related to an account before going to a meeting with the customer. Pre-meeting tips enable you to competently address customer inquiries and effectively progress the deal.
Pre-meeting tips include the following information:
- Roles and relationships of participants
- Decision-maker identification
- Talking points
- Engagement tactics per participant
Feedback
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