Ask about a record

Point Ask Spodus at a record and it answers about that record. Use it to catch up on a client before a call, or to ask what's still open on a deal.

Things to know

• You can mention any record you can see, such as a contact, company, deal, project or invoice.
• You can mention up to 5 records in one question.
• The menu shows up to 8 matches as you type, with the board each one is on, such as Company.

Mention a record in your question

1. In the Ask Spodus box, type @, or click Mention a record (the @ icon).
2. Start typing the record's name.
3. Pick the record with the mouse, or use the arrow keys and press Enter.
4. Finish your question and press Enter.

For example: "What's still open with @Pearson Freight?"

Get a brief on a record

1. In the Ask Spodus box, type /.
2. Under Prompts, click Brief me on…. The box now reads "Brief me on @".
3. Pick the company or contact, then press Enter.

Ask from the record

1. Open the record.
2. Click ⋯ (More) at the top of the record.
3. Click Ask Spodus.

The Ask Spodus panel opens on a new chat about that record. Its name shows next to New chat at the top of the panel. See Ask from any page.

The same menu has ready-made actions for the record, such as Summarize. See Summarize and draft replies.

Related

• Ask from any page
• Summarize and draft replies
• Home and Ask Spodus
• Ask about a file