Dennis_McGovern
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New Member
since ‎2025-02-25
‎2025-02-25

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Getting AI Companion Summary in our CRM (FreshSales) - Open to Solutions

2025-02-25 07:04 PM
Upon the conclusion of a meeting, we get the AI Companion Summary (which we love), but it doesn't include the attendees or some field that we can use to link this and import it or add it to the CRM system. We have explored multiple ways to get the AI...