Generating a Business Review Summary

To generate a business review summary:

1. Go to the account record page that you want to generate a business review summary for.
2. Click Generate Business Review Summary in the Actions panel.
3. Review the summarized information in the Generate Business Review Summary window.

4. [Optional] Save the summary for future use:

   1. Click Save Business Review Summary.
   2. Enter a name for the business review summary.
   3. Click Save.

Tip:

To transform a business review summary into a structured meeting agenda, click Generate Business Review Agenda. For more information, see Generating an Agenda from a Business Review Summary.