Deal intelligence

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.