How do I get a morning brief and a brief before each customer meeting?

Leo can prepare each seller for their day and customer meetings, using that seller's own memory.

1. Open Bots

   Choose Leo and turn him on.

   

2. In Leo's Settings, check Your sales team. An admin can correct each person's Role and Reports to, so Leo knows who sells and who manages them.

3. A manager can add a note for Leo about each rep in Your sales team. Leo keeps it in mind, and the rep can read it.

4. Under For the whole team, turn on Brief before each meeting and Follow-up after each call. Leo sends the meeting brief about 30 minutes before a customer meeting. After a call, he prepares a follow-up card with an email and deal changes; the seller chooses Send or Apply. Nothing is sent or changed until they choose.

5. Under Your recaps, just for you, review your Morning brief if you are a seller, or Team recap if you manage a team. Choose when it arrives and add anything else to cover. Each person sees their own recaps.

You can also ask Leo in Chat which deals to focus on, or ask him to change the time or contents of a recap. For call coaching, see How do I get coaching on my sales calls?.