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Core Features
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Getting Started
Welcome to Attention ⚡️
Workspace Setup
Manage Users, Roles & Seats in Attention
Teams, Roles & Seats
Single Sign-On (SSO)
Create Call Labels
Create & Map CRM Fields
Build a Scorecard Template
Integration for Slack
Core Features
Connect Your Calendar & Personalize Attention
CRM Auto Update
Generate Call Insights
Share Snippets from a Call
Send Follow‑Up Emails with Templates
Leave and Manage Comments
Analytics
Generalized Insights
On this page
Video Walkthrough
1. Review the captured fields
2. Locate the matching Opportunity
3. Sync the data
4. Confirm in your CRM
Notes
Tips
Core Features
CRM Auto Update
Review and push data to your CRM after each call.
Video Walkthrough
1. Review the captured fields
After a call finishes, open the conversation in Attention. You’ll see every custom field that was populated from the transcript.
2. Locate the matching Opportunity
Attention links the call to the correct Opportunity by checking the participants on the meeting (e.g., a contact such as
Jim Bob at Bob’s Builders
).
3. Sync the data
Manual sync
(shown in the video)
Click
Sync
in the call sidebar. The information pushes to your CRM in a few seconds.
Automatic sync
(common default)
Configure the workflow once; data flows to your CRM immediately after each call, with no user action needed.
4. Confirm in your CRM
Open the Opportunity record you just synced.
The previously empty fields should now show the values captured on the call—picklists correctly selected, text fields filled, and competitor or use‑case entries recorded.
Notes
All captured values follow the formats of your existing CRM custom fields.
Automatic syncing is recommended to keep records up‑to‑date without extra clicks.
If you add new custom fields in your CRM, map them in Attention’s workflow settings so they populate on future calls.
Tips
Your Attention homepage lists previous conversations that have not yet been synced to your CRM.
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