AI Rapid Update: Turn Notes into CRM Activity
Use AI to structure pasted conversations and uploaded supporting documents into check-ins.
Before you begin
- Open the correct customer and select AI Rapid Update.
Step-by-step instructions
- 1
Open AI Rapid Update
Choose the AI Rapid Update action on Account Detail.
- 2
Paste your notes
Enter relevant call notes, customer messages or email text.
- 3
Choose supporting files
Use Take Photo for a new image or Choose Files for existing photos, screenshots, PDFs, Word documents or text.
- 4
Watch progress
Wait for uploads and processing to finish; correct any file format or size errors.
- 5
Review the result
Check names, requested services, dates and suggested changes against the source conversation.
- 6
Confirm milestones manually
AI cannot automatically mark a customer won or lost. Review proposed closed stages yourself.
- 7
Check the timeline
Confirm the saved check-in and correct next follow-up.
Expected result
A dated check-in captures the conversation without silently closing a deal.
Sales best practice
Existing verified contact details are preserved when conflicting AI suggestions need human review.