The summary on the Upsales account
Upsales stays. When the company is matched by domain, Flowmeets writes the summary to the matching contact, account and opportunity.
Sales & CRMMarketingAnalyticsSupportAdvanced SearchALNordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options. A three-week pilot with the site managers starts after signing on 14 November.
Written when the domain matches
Flowmeets joins Teams, Meet or Zoom as a visible participant. It covers conversations: meetings, calls and email. After the meeting, the summary is written to the Upsales activity when the company is matched by domain, on the matching contact, account and opportunity. There is no review step.
Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.
- A three-week pilot with the site managers
- The pilot starts after signing on 14 November
- Who signs for the second site
- Whether the pilot covers calls from the field
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
Highlights on the Upsales account
Summaries and highlights are written to the contact, the account and the opportunity. In Flowmeets you choose which further fields may be updated. Private, internal and sensitive meetings are not synced.
In the account history
The summary stays on the contact, the account and the opportunity. A colleague opens Upsales and reads the meeting there.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
A contact Upsales did not have
If a person in the meeting is missing from Upsales, Flowmeets can create the contact.
Visible in the meeting, written after
Online, Flowmeets sits in the participant list in Teams, Meet or Zoom. In the room, recording is done in Flowmeets on the computer or phone beside you. The Upsales activity is written after the conversation, when the company is matched by domain.
You opened the opt-out link from your email. Confirm below only if you want this meeting not to be recorded by Flowmeets.
Hi Sara,
Anna Lund has invited Flowmeets to take the notes at tomorrow's site review at 14:00. If you would rather it was not recorded, use the link below and the notetaker stays out.
Both sites use the notes every week. Nordvik wants the new site managers trained in December.
Start date, the two sites and who signs off each week are agreed.
Sara Lind confirmed 240 000 SEK for phase 1.
The same account, beyond sales
Customer success and project teams talk to the same companies sales does. When the company is matched by domain, their summaries are written to the same Upsales account.
