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AI CRM Timeline Summarization
AI CRM Timeline Summarization

Use AI to quickly summarize a Contact, Company or Lead timeline to get a full history with 1 click.

Will Gordon avatar
Written by Will Gordon
Updated over a week ago

Timeline summarizations use AI credits. AI credits are available on Sales Business and above.

To learn more about Nutshell's CRM records, check out this article.

In Nutshell, we have 3 types of records:

  • People - the points of contact you work with

  • Companies - the companies those people work at

  • Leads - the deals, prospects, etc. that you are trying to win with those People and Companies

If you have a long sales cycle OR you continue to work with the same company or person on repeat sales, you record timelines can get quite long and hard to sift through.

Our AI timeline summarization feature allows you to summarize a mile long timeline with just one button click!

When you are on a timeline (Person, Company, or Lead), just click the Summarize button and wait a bit to see the summary come in. Depending on how long your timeline is, this could be a few seconds or up to a minute or more.

Your summary will look just like the example below.

Timeline summarizations are great for long lead cycles, repeat customers, a change in the account manager and more.

Every plan has a small amount of AI credits per user to test out this feature. Sales Business and above come with additional AI credits to get more out of timeline summarization.

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