You will need a messaging app connected to your Hints account.

1. In your connected messaging app, use a voice command to ask for the deal's information. For example, say Show me everything on the Sam Rosen deal.

2. Review the detailed summary provided by the Hints bot. The message will contain all relevant data and links for the deal, including associated contact details, company information, notes, and tasks.

Summary

Retrieving a deal summary allows you to access a comprehensive overview of a deal's status and history instantly. This feature centralizes key information from your CRM into a single message, ensuring you are always prepared and informed, whether you're on the go or in a meeting.