Overview (Scheduled Meetings Only)

The Overview shows meeting context pulled from your account research and previous meetings.

What you'll see- your Meeting Pre-Read: 

• Participants: Number of attendees. Click to expand and see the full list with job titles.

• Strategic POV: Same strategic perspective from your Meeting Pre-Read.

• Recap: Summary of previous meetings with this account.

• Recent Updates: Latest news and account changes.

• Talking Points: Key topics to cover.

Click any section header to expand or collapse it.