Many important decisions happen between meetings: a client approves budget, brings someone in, changes a date, or raises an objection by email. When you turn on email reading, diio can identify the emails related to your opportunities and add them to their story.
Opportunities is in Beta. Some options may change while we finish developing the feature.
Each Executive must turn it on
Even if the Admin has set up Opportunities for your company, email access is individual. Each Executive must turn on reading for their own email.
How to turn it on
Go to My preferences → Integrations.
In the Email reading section, turn on the Read my email for Opportunities switch.
What happens if you don't turn it on
diio won't be able to add your emails to your opportunities. If part of a deal's important interactions happened by email, the opportunity will have incomplete information, and its summary and Success prediction will be less accurate.
Your entire inbox doesn't become an Opportunity
diio only identifies the emails related to your opportunities. Not every email is a business signal. Just like with meetings, calls, or messages, what matters is which interaction relates to which goal.
Who can see your emails
By default, each Executive only sees the emails they sent or were copied on. The Admin can allow anyone with access to the opportunity to read the full content of its email threads.