Question

Call Spotlight Next Steps Identification

  • 3 October 2023
  • 2 replies
  • 48 views

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I’m hoping someone can provide some insight on how Call Spotlight identifies discussion points for Next Steps. I’m preparing some best practices for my team, and I’d love to provide a way for them to ensure the correct items are captured. For example, should I encourage them to always say “As a Next Step...” or use the words “next step” or “action item” or similar? 


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Userlevel 6
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Good question @SashaG! I’ll tag in some folks who have experimented with Call Spotlight for some input here. 

@Joe Barrow @Robbie Wilson @Ruth Levi Lotan @Mike O'Neill @Logan Cookingham @Joe Klimschot @Sam Levis 

Userlevel 6
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CC @Lauren Olsen in case you have any tips as well 🙂

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