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 Jensen 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.