Managing Sales Dialogues in Dovetail: Integration and Control Explained

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Hi Dovetail team, My team is considering including sales dialogues in our research library on Dovetail, with one of the main drivers being the integration with Outlook. However, we’ve encountered a small challenge: our stakeholders in sales are concerned that all sales dialogues might automatically end up in Dovetail, without a way for them to have control over which dialogues they choose to share. Could you explain how the integration works? Specifically, is there a way for the sales team to enable, disable, or manage which dialogues or recordings are exported to Dovetail?

  • Avatar of Jeremie Gluckman
    Jeremie Gluckman
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    Thanks for reaching out Lenette Bach Pedersen If you'd only like specific events to be imported to Dovetail via the calendar integration you can enter specific keywords within the configuration modal under the 'Event title must contain' field.

  • Avatar of Lenette Bach Pedersen
    Lenette Bach Pedersen
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    Amazing, thank you!