What Happens After the Conversation
12 articles
- How to review and edit the commitments detected by diio
- How to receive commitment reminders by email or Slack
- How to configure what gets sent to the CRM (CRM Configuration page)
- How to activate automatic sync to the CRM
- What objects does diio create in your CRM with each conversation?
- How is an analyzed meeting associated with a contact, company, or deal?
- How is a phone call or WhatsApp associated with the contact?
- How is a LinkedIn message associated with the contact?
- How to create an Opportunity, Deal, Lead, or Business in your CRM from diio
- What happens when diio doesn't find the contact in the CRM?
- How to create a Shared Space with your counterpart
- How to add commitments to the Shared Space