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Summarize the status of a customer
Summarize the status of a customer
prompt
I want a summary of the status of this customer: [[Customer name]]Search for all updates that have happened in the past month and display the following information:1. Overall sentiment of the customer2. Major projects or issues. List the owners for each of these.
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Summarize the status of a customer
prompt description
Summarize customer status and include overall sentiment and any major projects or issues.
Suited for:
Sales
Category:
Summarize
Connectors:
Freshservice
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Freshservice
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Gong
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Gong
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Salesforce
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Salesforce
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ServiceNow
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ServiceNow
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Zendesk
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Zendesk
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