video1.0<iframe src="https://www.loom.com/embed/eab6ac58dde44a2e9cbfc731d608d6fe" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/eab6ac58dde44a2e9cbfc731d608d6fe-40aa0bbfbeb29f55.gif96.295This Loom explains how to set up and use the Revenue Finder to surface revenue-relevant signals from meetings. It covers uploading custom services and agreements, or connecting platforms and syncing, then ensuring the service and agreements templates are used. After linking clients via an auto-link option, the presenter turns on two detection toggles to run detection on prior meetings. In the Opportunities tab, an example client, Built Right Construction, shows 19 mentions of general advisory services, with the ability to review direct quotes and timestamps.