George Levin
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You will need access to Hints via a connected messaging app like WhatsApp or SMS.
Open your messaging app and start a conversation with the Hints AI assistant.
Use a single voice or text command to update multiple deals at once. For each deal, specify the name, the content of the note you want to add, and the details for the task, including the action and deadline.
Send the message. The AI assistant will process your command and perform the updates in your CRM.
Review the confirmation message from the assistant, which will include links to the updated records.
Navigate to your CRM and open one of the deals you updated. You will see the new task in the "Upcoming" section and the new note in the activity timeline.
Open the second deal you updated to confirm that its unique task and note have also been added correctly.
Summary
This article explains how to efficiently add notes and create tasks for multiple deals simultaneously using a single command. This feature allows you to dictate all your updates in one go, saving time and ensuring your CRM accurately reflects meeting outcomes and required follow-ups for each deal. By streamlining data entry, you can maintain a clean and actionable sales pipeline directly from your messaging app.