Rafiki associate the meetings you have with your prospects with the information you have on them in your CRM.
How is the association made:
Rafiki takes the following steps to find the opportunity to associate with:
Rafiki scans your CRM to find a contact or lead with the same email address of the participant in the meeting.
Rafiki tries to associate the meeting to a single opportunity based on the contact from #1:
If there is only one open opportunity at the time of the meeting, it is associated with this opportunity.
If there are multiple open opportunities at the time of the meeting Rafiki selects the opportunity whose last modification date is closest to the meeting start time.
Rafiki only searches open opportunities. Closed opportunities are not included.
Within an opportunity, we inspect the CRM 'history' objects to identify the last modified date.
Rafiki disregards opportunities that are owned by anyone who is not a Rafiki user.
If a call is not or wrongly-associated, we enable you to manually associate it to an account or opportunity using Edit Meeting (pencil icon) in the Content Panel bar for each meeting.
If we are not able to map the meeting to the CRM object, the Meeting card will display "Account not linked" as seen below: