Opportunity Updates Without Data Entry

The Deal Data Capture agent monitors customer interactions and extracts information that can be entered into the opportunity to move the deal forward. For example, if a customer indicates in an email that they've a budget, the application suggests an update to the Budget field.

Salespeople are notified to review and confirm captured information under the What we’ve done for you heading.

Note: The Deal Data Capture agent can't extract data related to Dynamic Choice Lists (DCLs), dependent lists and child objects.