To log out from Copilot, specifically Copilot for Sales, you can easily sign out directly from the application pane.
Steps to Sign Out of Copilot for Sales
Based on the provided reference, the process for signing out is straightforward:
- Locate the Copilot for Sales pane. This is typically where the Copilot features and information are displayed within your CRM or email client.
- In the upper part or header of the pane, find the Options menu. This is usually represented by an ellipsis (...).
- Click or select the Options (...).
- From the dropdown menu that appears, select Sign out.
Following these steps will log you out of your current Copilot for Sales session.
Important Considerations
- Data and Connection: As mentioned in the reference, if you sign out and then connect to a different CRM system or a different environment, your previous information from the original connection won't be automatically restored.
- Specific Copilot Product: The steps provided are specifically for Copilot for Sales. The sign-out process might vary slightly for other versions of Copilot integrated into different Microsoft products (like Copilot in Microsoft 365 apps or GitHub Copilot). Always look for settings or options within the specific Copilot interface you are using.
Signing out is a simple way to disconnect your Copilot for Sales session, especially if you need to switch accounts or environments.