Outlook mailbox and follow-up briefs
Connect Outlook like Gmail, and get a short brief before you meet a customer again.
New
Connect your Outlook mailbox
Microsoft 365 or Outlook.com: recent emails on person pages, contacts from mail, follow-up drafts to Outlook Drafts (Trale never sends).
Follow-up brief before you meet again
About 20 minutes before a repeat customer meeting: where you left off, promises, deal status, and coaching tips when enabled.
