Preview: View opportunity summary
Important: This feature is currently available only for public preview customers and is subject to change.
When preparing for a meeting with a customer, you want to have relevant information from CRM, such as the customer asks, concerns, and notes, to help you get better context before the meeting.
Viva Sales uses Copilot to provide you with a concise summary of the recent notes that were added to the opportunity. The summary highlights any issues or concerns addressed within notes. It makes it easy to catch up on the latest updates and quickly prepare for meetings with potential buyers.
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Description |
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Copy the opportunity summary to clipboard. You can then paste the content as per your preferences. |
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Change the opportunity used to generate the summary. More information: Change opportunity used to generate summary |
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Name of the opportunity for which summary is generated. |
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Share feedback or wrong content using the thumbs-up or thumbs-down arrow. More information: Share feedback |
View opportunity summary
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In Outlook, open the scheduled meeting.
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Open the Viva Sales pane.
On the Highlights tab, the opportunity summary is displayed in the Opportunity summary card.
View note details
You can see details of the summarized notes to get a better context. Select a summary to see the following details:
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Author of the original note
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Date and time when the note was captured
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Original content of the note
Change opportunity used to generate summary
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In the message at the bottom of the summary, select Change.
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Under Select opportunity to summary, select the opportunity that you want to summarize.
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Select Create a summary.
A new summary is generated based on the selected opportunity.
Share feedback
If you have any feedback about the opportunity summary, you can share it by selecting the appropriate icon at the bottom of the summary. Your feedback is valuable, and we use it to improve the functionality.
Note: Ensure that you don’t enter any personal information while sharing feedback.
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At the bottom of the opportunity summary, select
or 
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After you select an icon, you’ll get a Tell us more link. -
Select the link to open the feedback form.
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Enter your responses in the feedback form and then select Send.
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