Deal Progression: CRM & Deal Plan Updates from Email

What it is

Extends Deal Progression to email, so the intelligence already applied to calls and meetings now reads inbound and outbound email threads and suggests updates to CRM properties, deal plans and methodology fields.

Why it matters

Much of the real deal work — follow-ups, negotiation, stakeholder alignment — happens in email, and that context has historically not reached the record without someone typing it in.