The suggestions page is intended to give you ideas of who to contact and how! As long as you're using our sales accountability software on a regular basis then our suggestions page will help you be consistent with your active database! Click here to go to your Suggestions Page.
Watch the video to watch instructions about AI Suggestions.
You will see the AI Suggestions when you click on the notification bell. You would be able to see which category is the suggestion coming from.
Click on a suggestion to navigate to the suggestions page and view relevant recommendations. Click the three dots to open the dropdown menu.
In the dropdown menu, select "Record Activity" to log a new activity for the contact. Click "Move Category" to change the contact's category or add it to a different one. Click "Ignore Suggestion" to dismiss it or "Mark Complete" to finalize the action. From there, you also have the option to snooze the suggestion.
You can also click on a contact's name to be redirected to their individual contact page.
On the individual contact page, you can view AI suggestions along with upcoming events.
From there, you also have the option to snooze a suggestion or mark it as complete.
From there, you can simply click the dropdown and select "Future" to see upcoming suggestions.
If you have any questions, Please let us know using our coach-on-call feature.