Person and company summaries

Every person and company now has a summary, a high-level view of what's going on with them.

Summaries draw on every meeting and email you have access to, not just your own. If a teammate met with a customer last week, that context shows up too. Open a person or company page and you'll see who they are, what's been discussed, and where things stand, so you can get up to speed before a call or pick up an account without asking around.

Summaries stay current automatically as new conversations happen.