Use Sales Copilot to prepare for upcoming meetings
Sales Copilot can help salespersons prepare for upcoming meetings by generating summaries using notes and recent emails. To enable Sales Copilot, go to Sales Hub > App Settings > Copilot (General Settings) and select the "Try our newest preview features before they're rolled out to everyone" option. Within Sales Copilot, select either "Prepare me for today's meetings" or "Prepare for upcoming meetings" to view a list of appointments in the next 24 hours. Select an appointment and click "Prepare" to generate a summary based on the appointment's notes and recent emails. This feature can help salespeople be better prepared for their meetings.
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