Daily work
Scout
Ask CRM questions and review supported actions in context
Scout is the CRM assistant for finding records, summarizing activity, preparing communication, and presenting supported actions for approval
What this workspace includes
- Conversation threads
- Record search and snapshots
- Task and activity context
- Drafts and action approval cards
Complete workflow
- 1
Describe the need
Name the person, business, deal, or outcome
- 2
Confirm the record
Review the matched identity when names are similar
- 3
Review the proposed result
Check content and affected record
- 4
Approve or refine
Complete a supported action or continue the conversation
How records and settings behave
- Scout uses CRM context available to the account
- Action cards identify affected records
- Conversation history appears in Scout History
Working effectively
- Include the intended outcome
- Confirm record identity before approval
- Review drafted customer communication
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Scout?
Name the person, business, deal, or outcome
When is my work saved?
Scout uses CRM context available to the account
How do I confirm the result?
Return to the related list or detail view and review its current status. Conversation history appears in Scout History