Deal intelligence helps you spend less time managing deals and remembering context about them. Clarify automatically tracks deal activity and keeps everyone informed.
Deal summaries
Deal summaries keep everyone aligned and up to date on the current state of every deal. Both you and Clarify can edit these summaries.
How summaries are updated
Clarify writes and updates deal summaries automatically when:
Meetings are recorded
Emails arrive
Comments are written on deal records
Customizing summaries
You can add custom instructions for deal summaries in Settings to:
Customize the format
Adjust the tone
Include specific questions you want answered
Add other preferences for how summaries are generated
Deal suggestions
Clarify analyzes meetings, emails, and recent activity associated with companies to suggest new deals when it thinks you should track an opportunity.
What triggers suggestions
Clarify looks for these events before suggesting a deal:
Emails sent to or received from a company
New meetings created with company contacts
New comments posted on company records
Configuring suggestions
You can control deal suggestions in settings:
Enable or disable deal suggestions, summaries or field updates
Add custom prompts to guide when Clarify detects deals
Exclude company segments you're not interested in tracking
For example, you can tell Clarify you're not interested in deals from specific types of companies:
Deal field updates
After meetings end, comments are added to deals, or emails are sent or received, Clarify detects whether a related deal should be updated. When it finds relevant changes, Clarify suggests updates for deal fields.
This keeps your deal information current without manual effort, ensuring important changes don't get missed.