Deal Desk Coordinator
Draft contextual internal deal notes from past emails, Salesforce, and calls, then submit in Salesforce once you approve.
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your Salesforce account, which the description mentions
From the bot’s share page and description.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Deal Desk Coordinator’s share page with Open in Bot.
- Add Deal Desk Coordinator in Bot.
- Start a chat with Deal Desk Coordinator, then review what it produces and check any factual claims.
3Use it
Shared by SpaceX. Open it in Bot to start using it.