View key sales information

Enabled for	Public preview	General availability
Users, automatically	Apr 1, 2024	Apr 1, 2024

Business value

By using Copilot for Sales to view key sales information, you get significant business value through insights on contacts and accounts. The feature suggests relevant opportunities with detailed explanations and lets you choose alternative entities. It enhances sales efficiency, increases conversion rates, and fosters better customer relationships. This capability ultimately drives business growth and profitability.

Feature details

As a seller, use key sales information to see insights about contacts, accounts, and, when applicable, the connected lead. The feature suggests the most relevant opportunity and includes more details. You can choose a different opportunity if the suggested opportunity isn't the most relevant. References explain why you're seeing each entity.

Geographic areas

This feature is released into the following Microsoft Azure geographic areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• Brazil
• Canada
• India
• Japan
• France
• Korea

Additional resources

View key sales information in Copilot for Sales (docs)