A manager asks the Copilot for a team follow-up plan
Who is involved
| Role | What they do |
|---|---|
| Manager | Asks for the plan, reviews the dry run and confirms. |
| Account executive | Receives and works the follow-up calls. |
Step by step
- Manager
Asks the Copilot to create a follow-up call for each of the five largest open deals, assigned to the deal owners.
What they see:The Copilot prepares the list and runs a dry run that saves nothing.
- Manager
Confirms the plan.
What they see:All activities are created together, or none if any item fails.
- Account executive
Opens My tasks.
What they see:Sees a follow-up call for each deal they own, with the deal name.
- Account executive
Completes the call with a note.
What they see:The call is closed and counted in their done total.
Who is told what
Each assignee other than you is told in the bell once the batch has saved; if invitations were requested, attendees receive them then too.
Related
- Activities Workspace
- AI Copilot
- CRM & Sales Pipeline
- A manager assigns a task and the colleague finishes it
- A termination raises a final pay review for payroll
- A weekly routine reappears for its owner after each completion
- Chat and poll results are kept on the meeting's calendar entry
- Compliance follow-up uses Activities
- Team workflows