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Summarize the status of a customer

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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
Freshservice
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Gong
Gong
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Salesforce
Salesforce
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ServiceNow
ServiceNow
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Zendesk
Zendesk
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