Just say it.
After a call or between meetings, tell Potter what happened — the terms, the reason, the risk. No forms, no fields.
When your VP of Sales leaves, so does why you win renewals, the landmine in your biggest account, and the lesson that cost a quarter to learn. It was never written down — so it’s gone, and the next person re-learns it the expensive way.
After a call or between meetings, tell Potter what happened — the terms, the reason, the risk. No forms, no fields.
Potter drafts what it heard and shows you. One tap to keep it — nothing is saved until it’s right.
Every fact joins your company’s memory and resurfaces at the exact moment it matters — a renewal, a new hire, a decision you’re about to repeat.
Before you commit, Potter surfaces what you tried last time and how it landed.
They inherit the context that used to live in one person’s head.
The mistake resurfaces the moment it’s about to repeat — not in the post-mortem.
They’re the ones who hold why a deal was won, the landmine in the biggest account, the lesson that cost a quarter — usually at 10-to-200-person B2B companies, where that context lives in a few heads and walks out with them.
Potter can make mistakes. Check important figures before acting on them.