Home Page

When you open AnyTeam, you land on the Home Page.

What you'll see:

• A list of your meetings organized by Right Now, Today, and Tomorrow.

• A News feed with updates related to your accounts.

To view meeting details:

1. Click on any meeting card to expand it.

2. Inside, you'll see: meeting agenda, stakeholders attending, and recent news about the account.

From an expanded meeting card, you can find:

• Meeting Agenda

• Stakeholders in the meeting 

• Summary of last meeting 

• Next steps from the last meeting 

• Click Meeting Pre-Read an hour before the meeting to access your meeting prep (hyperlink)

• Click View Account to see the full context on the account (hyperlink)

• Click Ask AI to interrogate the account and ask all the questions you need to show up prepared

To read a news article:

1. Find the article in the News feed.

2. Click Read More to open the full article in your browser.