Suggest calls to a deal
Sometimes people dial in, use a different name / email, etc when joining a meeting. Currently deal linking is tied to those contacts on opportunities.
If it could also suggest calls to link to a deal based upon title, similar participants, topics discussed, embedding scores.
Have these show up faded out in the calls, with a quick action to add or remove these from the deal. (If Calls in Deals get searches it would be awesome for these to be included). Potentially notify / ask the call host, deal owner, and / or specific users to be able to confirm these.
It'd be nice if the system could recognize that maybe Cameron and Cameron S are the same people. Or that Oniel / O'Niel / Oniell are all the same.
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Ethan commented
Maybe an AI model could be used and improved based upon which deals get added or removed manually to deals. To automate it even more down the road.