SalesAutomation
A weekly sales summary for the head of sales
The agent compiles a weekly sales summary on schedule: deals, revenue, conversions and laggards — delivered in time for the meeting.
Starter prompt
Prepare a weekly sales summary for the head of sales
Copy the prompt or open it straight in a chat with the agent.
Open in chatHow the agent does it
1
Connect your CRM
The agent takes the week's deals, amounts and manager activity.
2
Set the schedule
Say Friday by 5 pm — the summary builds itself.
3
Get the summary
The week's results with dynamics and watch areas — in Telegram or by email.
What you'll need
Битрикс24
Telegram