Manually Relink Copilot Calls

This feature allows you to relink calls to the correct Accounts and Opportunities when automated linking isn't accurate. This enhances CRM data by allowing you to: 

• Add or update the Account associated with a call.

• Add or update the Deals linked to the call under the correct Account.

Use Cases

1. Correcting Mis-linked Data: Reassign calls that are incorrectly linked to the wrong accounts/deals.

2. Adding Missing Opportunities: Sales reps can add a deal under an account if no deal was linked during the call.

3. Handling Edge Cases: Helps with unique CRM workflows that aren't compatible with automated matching logic.

4. Improved Sales Forecasting: Ensures better reporting and pipeline insights for managers. It also ensures that AI-generated insights flow into the right CRM records.

How To Relink Calls Manually

There are a few ways to link manually. Let's cover each. 

Add an Account

1. Go to the Call Review page:  Copilot > Team Calls or My Calls > Click the call you want to edit.
2. In the CRM Info section (top right), click Add Account.
3. Search for and select the desired account from the list or search database.

Update an Account

If you identify the incorrect account in the CRM Info section:

1. At the top-right, click on the CRM Info section.
2. Click the edit icon.
3. Select the correct account from the list.

Add or Update a Deal

1. Make sure the correct account is selected in the top dropdown.
2. Choose from the list of relevant open and closed deals under the account.

FAQs

Will the pushed activity in CRM also get relinked?

Yes, the account/opportunity information on the Activity will also get updated.