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Sales ops: ensure assistant joins external sales calls

Sales ops: ensure assistant joins external sales calls

Sales ops lose call context when external attendees are added, causing missed recordings and stalled follow-up. Ensure reps capture recordings and context.

Sales ops: ensure assistant joins external sales calls

Overview

Sales ops lose deal momentum when external-attendee meetings omit the meeting assistant, leaving reps without recordings and context. Adding the assistant to those events ensures reps always have call recordings and conversation notes, eliminating missed follow-ups and keeping pipeline records complete.

Notable Features

  • Detect external attendees in events
  • Add meeting assistant to events
  • Record call presence in CRM

Sales ops: ensure assistant joins external sales calls