Summaries can be used to highlight key insights, next steps, or sales methodology frameworks—ensuring every summary follows the same high-quality standard across your organization.
Step 1: Access the Summary Templates
Go to the Admin Console.
Select Summary Templates from the menu.
From here, you can view all existing templates, create new ones, or edit existing ones.
You can create as many templates as needed and assign each to specific teams.
Step 2: Add a New Summary Template
Click + Add Summary Template to start building a new template.
Step 3: Build Your Template
Use the editor to define the structure and content sections of your summary.
You can add multiple sections, such as:
Executive Summary – for high-level takeaways and insights.
Sales Methodology Summary – aligned with your organization’s sales approach (e.g., MEDDIC, SPIN, or BANT).
Next Steps – to outline action items or follow-up tasks.
💡 Tip: You can include both the executive summary and methodology-based sections within the same template. For example, the executive summary might appear at the top, followed by detailed sales insights and next steps below.
Step 4: Preview Your Template
Before saving, click Preview to see how your summary will look in action.
You can switch between different pre-recorded videos or summary examples from your library to test how the layout appears in real use cases.
Step 5: Save and Assign to Teams
Once satisfied with your setup:
Click Save.
Assign the template to one or more Teams.
Only users in the assigned teams will have access to view and use the template.
You can assign the same template to multiple teams if needed.
Manage and Update Templates
After saving, you can return to the Summary Templates page at any time to:
Edit existing templates
Duplicate templates for other teams
Delete unused templates