22Sales Assistant

This chapter contains the following:

Overview of Sales Assistant Features

Use Oracle Sales Assistant to help you perform your daily sales-related tasks. As part of the skills supported by Oracle Digital Assistant, sales assistant is an individual chatbot that you can use to communicate through internet and access information and perform sales activities. From your mobile, you can send questions or commands to the sales assistant and it retrieves the information or acts on your requests. It reduces manual data entry, and makes it easier to view and update sales records through text or voice commands.

Before You Start

Sales Assistant is one of several available skills. Here are some things to note before you start using the Sales Assistant:

  • Availability: If you're interested in using Oracle Sales Assistant, apply for access on the Oracle Sales Assistant forum on Oracle Cloud Customer Connect.

  • Supported Channels: SMS, Microsoft Teams

  • Supported Language: English

  • Security: Functional privilege checks are done before you start to enter conversations.

Sign In to Sales Assistant

You must sign in to the sales assistant to access data. When you first converse with sales assistant using SMS, it responds with a URL where you sign in.

To prevent SMS spoofing, when updating records by SMS (for example, updating an opportunity), the sales assistant sends a one-time personal identification number (PIN). You must enter the correct PIN to process the update.

If you're a user of the Microsoft Teams channel, then you receive a notification containing a sign in button that you must click to access the sales assistant.

Features of Sales Assistant

Here's a brief overview of the main features that Sales Assistant can help manage and prepare for sales briefings as part of your daily sales activities:

Feature Description

Actions and Buttons

During your SMS interactions, the sales assistant responds with a list of supported actions for the message in context. You can act on the message by sending the index number associated with the action you want to do. For interactions with Microsoft Teams, sales assistant responds with a series of clickable buttons.

List of Records

When you ask the sales assistant a question, for example, to find opportunities in the open pipeline, it responds with a list of records. From the list, you can select a record to drill in to, view, and act on the record. To select the record by SMS, send the index number associated with the record. For Microsoft Teams, you click a Select button available from each record card.

Context

The sales assistant recalls the context of records within a conversation between you and the sales assistant. For example, you're viewing the details of an appointment and you then navigate to view the associated opportunity's details. The sales assistant remembers the appointment that you viewed previously, so that if you request more details about the appointment, the sales assistant recalls the details.

Maybe you want to add a note to the account associated with the appointment? Once again, the sales assistant knows the account you want without having to prompt you based on the context of records within the previous conversation.

Note: If you request a sales briefing, the context of the conversation is cleared. The sales assistant also clears the context of all previous records if you haven't interacted with the bot within the previous 24 hours.

Oracle DataFox Accounts

You can view signal alerts, score, and tier details for Oracle DataFox accounts from Sales Assistant if Oracle DataFox is integrated with your sales application. Access to such details provides greater visibility to key information so that you can prioritize and target accounts to source more opportunities.

Smart Lists

If you have Adaptive Search enabled, Sales Assistant can use smart lists to search the most relevant results based on object activity and context. You can perform user context saved searches based on smart lists for account, contact, and opportunity records. For example, you can request sales Assistant to "View my smart list of opportunities". You can then select a record or further filter the smart list by clicking Search this List.

Cancel a conversation with multiple steps

You can cancel a conversation at any stage during a multistep conversation flow. For example, if you want to create a task, sales assistant prompts you with several questions. At any point during this process, you can enter a command or phrase such as "cancel", or "exit", or " I don't want to create a task" to exit the flow. This saves you time and means you don't have to follow through with a task you no longer want to pursue.

WebView

A WebView browser is launched to update or close an opportunity. The form provides a specialized user interface to capture data for updates and is only applicable for the SMS channel. When you select the action to update an opportunity or close an opportunity, the sales assistant sends a link to WebView.

Click the link to open WebView in the default mobile browser. After you complete your updates, return to the SMS application to continue the conversation with the Assistant.

Deep Links

Deep links are links that let you drill directly down into a record, such as an opportunity record and are available only for certain intents.

The sales assistant uses the Oracle CX Mobile app to display deep links for the SMS channel.

For Microsoft Teams Mobile app users, the deep link also goes to the CX Sales mobile app. However, if you switch from using the mobile app to the web or desktop app, then the deep links initially sent with the mobile app record card are maintained for that specific record. Any other cards you receive when conversing on the desktop client are sent to the CX Sales web app.

Upload Documents from Microsoft Teams

Microsoft Teams can share documents as attachments from the desktop or web with sales application users, if the applications are integrated. Use Sales Assistant to upload an attachment as a URL or as a file attachment to Opportunity and Account records.

To get started, greet the assistant or ask for help. Here are some sample phrases you can use:

  • Hi

  • Hello

  • Hey

  • Get started

  • Start

  • What can you do for me?

  • What can you do?

  • What can I do?

Things to note:

  • Oracle Digital Assistant handles the initial greeting as well as any requests for help. If there are multiple skills (including the sales assistant) added to your Oracle Digital Assistant, the digital assistant returns suggestions for what you can do with each of the skills.

  • For the Sales Assistant skill, you can start with any of the functionality covered in this document:

    • Get your sales briefing

    • Create task

    • Get your open tasks and create tasks

    • Get your open pipeline

    • Get opportunity details and actions

    • Get account details and actions

    • Get contact details and actions

    • Get current or next appointment

    • Follow up on appointment

Tip: Remember: The first time you send a message on the SMS channel to the digital assistant for one of the supported sales actions, the sales assistant responds with a URL for you to sign in to your sales application. For Microsoft Teams, you click a sign in button available from your adaptive card. After you sign in, the assistant continues the conversation with you.
Tip: Remember: You can either type or use the speech-to-text feature on your mobile device to communicate with the sales assistant.

Use Sales Briefing

Obtain a snapshot of your day and review specific actions to see the open pipeline, any tasks due today, and your next sales appointment details.

Intended user: Sales representative

Sample phrases you can use:

  • Hey, how's my day today?

  • How's my day today?

  • Sales briefing

Sample synonym words: None

Things to consider: None

Here's a sample sales briefing from an adaptive card used for the Microsoft Teams channel. The card shows the phrase "DAILY BRIEFING", with the bot returning, "22 Opportunities closing this quarter", followed by "0 Appointments today" and " 1 Task due today". Underneath are three buttons : "Pipeline", "Next Appointment" and "Tasks".

Get sales briefing sample adaptive card for the
Microsoft Teams channel

Here's a sample conversation using the SMS channel. The conversation shows the phrase "Sales briefing", with the bot returning, "You have 11 open opportunities and 1 task due today.", following by "Actions", underneath which is an ordered list: "1 - Pipeline, 2 - Tasks, 3 - Next Appointment".

Get sales briefing sample conversation

Use Create Tasks

You can request Oracle Sales Assistant to create a task for you. Just provide the subject and due date details, and if needed, an associated account or opportunity. The sales assistant prompts for more details, and then creates the task with you as the owner.

Intended users: Sales representative, sales manager

Sample phrases you can use:

  • Create task

  • Create task to setup call with Grace for this Friday

  • Create task due May 5 to review quotes for opportunity Server Upgrade

  • Create a task, create presentation, due September 10 for account Pinnacle

Sample synonym words: tasks, task, to do

Things to consider: If the sales assistant can't determine the due date or subject of the task, you're prompted for these details. However, you won't be asked for associated account or opportunity details if you didn't include them as part of the initial phrase.

Use Get Tasks

Get any tasks due today, overdue tasks, or tasks due on a certain day. You can also see details for each of the tasks and can mark tasks as complete.

Actions supported for a specific task include:

  • Mark a task as complete

  • View account if there is an associated account

  • View opportunity if there is an associated opportunity

  • View contact if there is an associated primary contact

Intended users: Sales representative, sales manager

Sample phrases you can use:

  • Get my overdue tasks

  • Get my tasks due today

  • Get my tasks due tomorrow

  • Get my tasks due next week

  • Get my tasks due on December 10

  • Get my tasks due this week

  • Get my tasks due in the next two weeks

Sample synonym words: tasks, to-dos, to dos

Things to consider: None

Here's a sample task from an adaptive card used for the Microsoft Teams channel. The card shows the Task due today and the "Mark Complete" button.

Get task sample adaptive card for the Microsoft
Teams channel

Use Get Open Pipeline

View the open opportunities in the pipeline for a specific close period, sorted by sales stage. You can also view the open opportunities in the pipeline based on revenue or close date if you have Adaptive Search configured.

The sort order depends on how you ask for opportunities. For example:

If you're asking for... Then this is opportunity view sort order...

Opportunity by name and multiple matches

  • account name

  • revenue (highest)

  • close date (closest first)

Pipeline for closed period

  • sales stage

  • close date (closest first)

  • win prob (highest)

  • revenue (highest)

Opportunities for an account

  • revenue (highest)

  • close date (closest first)

Opportunities based on revenue

  • revenue (highest)

  • win prob (highest)

Opportunities based on close date

  • close date (closest first)

  • revenue (highest)

opportunities based on revenue and close date

  • close date (closest first)

  • revenue (highest)

Supported operations includes:

  • Greater than

  • Greater than and equal to

  • Equal to/in

  • Less than

  • Less than and equal to

  • Between

  • Not equal to

Intended user: Sales representative

Sample phrases you can use:

  • Get opportunities with revenue greater than $100K

  • Get opportunities closing October 1, 2019

  • Pipeline

  • Get my open opportunities

  • Get my pipeline

  • Get my pipeline for the <close period>, for example "Get my pipeline for the next fiscal quarter"

Sample synonym words: None

Things to consider: If you don't specify a close period in the phrase, Sales Assistant gets the open opportunities in the pipeline for the current fiscal quarter.

To view open opportunities by revenue or close date, you must enable Adaptive Search on your instance.

To search by revenue, the phrase must contain the word revenue or amount and a numeric value. Your search returns all opportunities matching the criteria irrespective of the currency code. So if you ask for greater than 100K, search returns all open opportunities greater than 100K USD, and 100K Euro, and other available currency types greater than 100K.

Here's a sample pipeline from an adaptive card used for the Microsoft Teams channel. The card shows one of the 6 open opportunities and the "More Details" button opens the opportunity card for this opportunity.

Get open pipeline sample adaptive card for the
Microsoft Teams channel

Here's a sample conversation from the SMS channel. The conversation shows the phrase "You have 11 open opportunities." The phrase is followed by a list of the open opportunities. The details about the opportunities include things like opportunity name, revenue amount, sales stage and close date.

Get Open Pipeline sample conversation

Use Get Opportunity Details and Actions

Retrieve the details of an opportunity and act on the opportunity when you ask for the pipeline or for a specific opportunity. Opportunity details include the account of the opportunity, the opportunity's sales stage, the close date, the primary contact, and associated products. Details also include notes on the opportunity from the past seven days.

Actions supported on an opportunity include:

  • Add a note to an opportunity

  • Update an opportunity

    Lets you update an opportunity's sales stage, close date, and competitors using the update opportunity WebView for the SMS channel. Click the link provided to open WebView from where you can save the changes or cancel the changes. For the Microsoft Teams channel, update opportunity is a card and supports updating sales stage, close date, and win probability.

  • Close an opportunity

    SMS channel users can close an opportunity using the close opportunity WebView. Click the link provided to open WebView. The browser sets the default status to Won, the close date to today's date and the sales stage to Won. You can change the values as required for these fields and choose a Win/Loss Reason. Sales assistant provides a deep link for users of the Microsoft Teams channel to go to CX Sales web or CX Sales mobile apps to close the opportunity.

  • See recommendations

    Returns an opportunity's main Oracle Adaptive Intelligence recommended actions, if any. If there are no next best actions, returns any Sales Coach actions.

  • Get active quote

    Returns the opportunity's active quote, if any.

  • View account

    Returns the associated account details. See the Get Account Details and Actions section for more information.

  • View contact for the opportunity if there is a primary contact on the opportunity.

These actions are available when viewing the details of an opportunity. You can also take direct action on an opportunity without first having to view the detail of the opportunity. Send phrases such as "Add note to opportunity <name>" and "View recommendations for opportunity <name>". If the opportunity name isn't provided, such as "Add note", the Assistant prompts you for the opportunity's name.

If you have Adaptive Search enabled, you can send such phrases as "Add note to opportunity" <search value> where your search value is any supported keyword search and "View my smart list of opportunities" My Smart List for Accounts.

Intended users: Sales representative, sales manager

Sample phrases you can use:

  • Get opportunity <opportunity name>

  • Get details for opportunity <opportunity name>

  • View opportunity <opportunity name>

  • Add note to opportunity <opportunity name>

  • Update opportunity <opportunity name>

  • Close opportunity <opportunity name>

  • View recommendations for opportunity <opportunity name>

  • Get active quote for opportunity <opportunity name>

  • View account for opportunity <opportunity name>

  • Get my smart list of opportunities

  • Add note to opportunity <search value>

  • Get details for opportunity <search value>

Note: Precede the opportunity name with the word "opportunity" or its synonyms.

Sample synonym words: opportunity, oppty, opty

Things to consider: When adding a note, you can't send multiple messages. The first message sent is the note added to the opportunity.

Here's a sample adaptive card from the Microsoft Teams channel. It shows the actions you can take on the opportunity, such as adding a note, updating the opportunity, closing the opportunity, viewing all notes, viewing an active quote, and viewing the account on the opportunity.

Displays a sample adaptive card for opportunities
from the Microsoft Teams channel.

Here are two parts of a sample conversation from the SMS channel. The first part shows the details of an opportunity, such as name, sales stage, revenue, and close date. It shows the product list, and also includes a link to view the opportunity in the cloud application.

Get Opportunity Details and Actions sample conversation,
part one

This portion of the conversation from the SMS channel shows the actions you can take on the opportunity, such as adding a note, updating the opportunity, closing the opportunity, viewing recommendations, getting an active quote, and viewing the account on the opportunity.

Get Opportunity Details and Actions sample conversation,
part two

Use Get Account Details and Actions

View the details of an account by checking for the next appointment or by viewing a specific opportunity or asking for a specific account. The sales assistant responds with the details of the account including the account's primary contact, the number of open opportunities, and any notes on the account from the past 7 days.

Actions supported on an account include:

  • News for this Account

    If you have DataFox integrated with your sales application, you can get the signal, account score, tier, industries for the account as well as the latest account news.

  • Get Service Requests

    You can also request the open service requests for an account. The sales assistant responds with service request details, such as title, description, milestone, time remaining, and so on. You can view the latest message on the service request as well as add an internal note to the service request.

  • Add a note on an account

    Returns the details of the associated open service requests.

  • View opportunities

    Returns the list of open opportunities for an account. You can drill into each opportunity to see details. See the Get Opportunity Details and Actions section of this document for more information.

  • View contact for the account if there is a primary contact on the account.

These actions are available when viewing the details of an account. They can also be directly used to take action on an account without first having to view the detail of the account. Send phrases such as "Add note to account" <name> and "View opportunities for account" <name>. If account name isn't provided, such as "Add note", the Assistant will prompt you for the account's name.

If you have Adaptive Search enabled, you can send such phrases as "Add note to account" <search value> where your search value is any supported keyword search and "View opportunities for account" My Smart List for Accounts.

Intended users: Sales representative, sales manager, service manager, service representative

Sample phrases you can use:

  • Get account <account name>

  • Get details for account <account name>

  • View account <account name>

  • Add note to account <account name>

  • View opportunities for account <account name>

  • Get service requests for account <account name>

  • What are the service requests for account <account name>

  • Get my smart list of accounts

  • Add note to account <search value>

  • Get details for account <search value>

Note: Precede the account name with the word "account" or its synonyms.

Sample synonym words: account, acct

Things to consider: When adding a note, multiple messages aren't accepted. The first message sent is the note added to the account.

Here's a sample adaptive card used for the Microsoft Teams channel. The card shows the account details and the "Add a Note" and "View Opportunity" buttons.

Get Account Details and Actions sample adaptive
card for the Microsoft Teams channel

Use Get Contact Details and Actions

View the details of a contact by asking for a specific contact. Sales Assistant responds with the details of the contact such as job title, affinity, buying role, primary phone number, and any notes on the contact from the past 7 days.

Actions supported on a contact include:

  • Add a note on a contact

  • View account

    Returns the associated account details. See the Get Opportunity Details and Actions section for more information.

  • View opportunities

    Returns the list of open opportunities that the contact is associated with. You can drill into each opportunity to see details. See the Get Opportunity Details and Actions section for more information.

Intended users: Sales representative, sales manager

Sample phrases you can use:

  • Get contact <contact name>

  • Get details for contact <contact name>

  • View contact <contact name>

  • Get my smart list of contacts

  • View contact<search value>

  • Get details for contact<search value>

Note: Precede the account name with the word "contact" or its synonyms.

Sample synonym words: None

Things to consider: When adding a note, multiple messages aren't accepted. The first message sent will be the note added to the contact.

Here's a sample adaptive card used for the Microsoft Teams channel. The card shows the contact details and the "Add a Note", " View Account", and "View Opportunities" buttons.

Get Contact Details and Actions sample adaptive
card for the Microsoft Teams channel

Use Get Current, Next Appointment, and Reschedule Appointment

You can check the details of your current or next appointment, such as the appointment's location and objectives. For example, during an appointment, you can request a briefing to receive a quick re-cap of the objectives of your next appointment. You can also get appointment details by sending the date, such as "get appointments on June 2" or "get appointments for tomorrow". You can also reschedule an appointment, for example, by sending "reschedule appointment at 3pm to tomorrow at 5pm". If you send the word "Appointments" without including a date, all appointments scheduled in the next 24 hours are returned.

Actions supported include:

  • More Details

    Lets you see more details about the appointment including description and objectives.

  • View Account

    Returns the details of the associated account. See the Get Account Details and Actions section for more information.

  • View Opportunity

    Returns the details of the associated opportunity. See the Get Opportunity Details and Actions section for more information.

  • View Contact if there is an associated primary contact on the appointment.

  • Reschedule an appointment

    When you request to reschedule an appointment, the sales assistant attempts to extract which date and time to reschedule to. If it can't extract the details, you are prompted for the date and time to reschedule the appointment. Other updates can't be done on the appointment.

Intended users: Sales representative, sales manager

Sample phrases you can use:

  • Next meeting

  • Get appointments on June 2

  • Current meeting

  • Next appointment

  • Show me a briefing of my next appointment

  • Current appointment

  • Show me a briefing of my current appointment

Sample synonym words: appointment, meeting, appt

Things to consider:

When asking for the next appointment and if an appointment has started and is in progress, but, is less than half completed, the assistant:

  • Responds with the details of the appointment in progress and

  • Provides an action to view the next future appointment

  • Sales assistant doesn't currently support all-day appointments.

  • You can't reschedule all day appointments

Here's a sample adaptive card used for the Microsoft Teams channel. The card shows a sample of a next appointment and the "View Opportunity", "View Account", "Current Appointment", and "Update Opportunity" buttons.

Get Next Appointment sample adaptive card for the
Microsoft Teams channel

Here's a SMS sample conversation of an upcoming appointment which shows the customer name, the date and time, and the meeting subject. It also shows the meeting status, location, and objectives for the meeting as well as what actions you can select on the meeting.

Get Next Appointment sample conversation

Here's a sample SMS conversation of a current appointment which shows the date and time, and the meeting subject. It also shows the meeting status and location, as well as what actions you can select on the meeting.

Get Current Appointment sample conversation

Use Follow Up on Appointment

Locate the appointment that last ended and get a list of follow-up actions that you can do. Send a date to locate another appointment to follow up on.

Actions supported on the follow-up on appointment include:

  • Call report outcome

    Lets you create a call report and add meeting minutes to the call report for the appointment.

  • Schedule next appointment

    Lets you schedule a follow-up appointment based on the information from the original appointment, as well as select the date for the follow-up appointment.

  • Add a task

    Lets you create a follow-up task based on the information from the original appointment.

  • View opportunity, update opportunity, and close opportunity

    If an opportunity is associated with the appointment, lets you access the opportunity details, update the opportunity's sales stage and close date, or close the opportunity directly. See the Get Opportunity Details and Actions section for more information.

Intended users: Sales representative, sales manager

Sample phrase you can use: Follow up

Sample synonym words: meeting, appointments, appt

Things to consider:

  • When you send "follow up" to the Sales Assistant, it looks for appointments ended within the previous 100 days from the current date. If no appointments exist, the sales assistant responds "You have no appointments scheduled". To follow up on an appointment older than 100 days, include a date older than 100 day, for example, send "Follow up July 30".

  • You can directly create a call report outcome, schedule the next appointment or add a follow-up task for an appointment by using phrases such as "create call report," "schedule next appointment," or "create follow-up task." Direct requests bypass the Sales Assistant follow-up query and retrieve the appointment that last ended.

  • If your last interaction with sales assistant is following up on a specific appointment, then you're prompted with the following choices before you request the sales assistant to follow up, create call report, schedule next appointment, or create follow-up task:

    • There's another appointment just ending so do you want to follow up on that newly ended appointment

    • Continue with the existing appointment you were following up

  • In-progress appointments aren't returned as the default appointment for follow-up actions.

  • If multiple appointments end at the same time, the Sales Assistant returns a list of the conflicting appointments for you to select.

Here's a sample card where can choose what you want to do to follow-up on an appointment. It is displayed when you type "follow up".

Displays a sample of the follow-up task buttons
from an adaptive card used for the Microsoft Teams channel

Here's a sample follow-up task from an adaptive card used for the Microsoft Teams channel. Click the Create button to create an appointment.

Displays a sample follow-up task from an adaptive
card used for the Microsoft Teams channel

Here's a sample SMS channel conversation. The image shows the phrase "Follow up", followed by the response from the bot, which is like "Ok, last appointment was yesterday at 5:00 p.m. PDT". The details include the customer's name. The image also shows a series of actions you can do, such as entering the call report outcome, scheduling the next appointment, adding a task, and viewing, updating, and closing the opportunities.

Follow Up on Appointment sample conversation

Prepare for Your Next Meeting

With the integration of Oracle Sales Assistant with Microsoft Teams, you can collaborate on Microsoft Teams and act on sales application records to help you prepare for your next sales meeting.

This topic outlines an example of how you can schedule follow-up appointments and get details of upcoming appointments. You can also create call reports and view smart lists from the sales assistant.

Here's the scenario: You're preparing for your next meeting with a customer associated with a potential sales opportunity. From your Microsoft Teams channel, you send a "What is my next appointment? request to Sales Assistant. Sales Assistant responds with the details about the next appointment.

You now want to upload the presentation that you intend to present at your meeting. You request to "Attach my presentation to this opportunity" and the Sales Assistants prompts whether to attach the file as a standalone copy or as a URL. Click "attach as standalone copy" and Sales Assistant responds that the attachment is attached. See this example screenshot:

Sample screenshot of attaching a file to sales
assistant through Microsoft Teams

Next, you may want to see the account details before going to your meeting. You send a request such as, "Show me the account details", and Sales Assistant responds with the details for your account. Click "News for this account" and you can start reviewing any recent news.

If you want, you can also check for the latest information about any outstanding service requests for the account prior to your meeting by sending a request such as "Are there any SRs open for this account?" From the Sales Assistant, click "Latest Message" and read the details as shown in this sample screenshot:

Sample screenshot of viewing a service request
in sales assistant through Microsoft Teams

When you're ready to attend the meeting, click the address on the next appointment details card and the sales assistant displays a map with navigation instructions to get to your meeting location.

After your meeting, you can follow up on the appointment by sending a "Follow up" request to Sales Assistant, and from there you can create a call report.

Upload Documents from Microsoft Teams

Microsoft Teams can share documents as attachments with sales application users. You can upload an attachment as a URL or as a file attachment to Opportunity and Account records.

Intended users: Sales representative, sales manager

Sample phrases include:

  • add file to account <name>

  • add file to opportunity <name>

  • attach this file

Here's how to attach a file from Microsoft Teams to the assistant:

  1. Enter the phrase "attach file".

  2. Select the file and either click the Attach icon under the box where you type your message or drag and drop a file from your computer.

  3. Send the message to initiate the conversation with Sales Assistant to attach the file to your CX Sales account, opportunity, or contact record.

Things to consider:

  • The Sales Assistant and Microsoft Teams integration configuration must support uploading and downloading files.

  • Files shared with Sales Assistant through Microsoft Teams are uploaded to Microsoft Teams and saved to the record in CX Sales as either a file or as a URL attachment.

  • You can only upload one file at a time to CX Sales and 20MB is the maximum file size

  • The assistant checks the attachment to upload by the name of the attachment. If there is a version already attached, the assistant prompts if the file should be replaced.

Note: Microsoft Teams can upload documents from the desktop and Web applications. It isn't yet available for iOS or Android devices.

Here's a sample of how a file is attached for an opportunity. The image shows the phrase "attach this file", followed by the response from the bot with the upload options.

Sample Microsoft Teams image of how a file is attached
for an opportunity record in your sales application.

Here's a sample image or a URL for the opportunity record.

A sample image or a URL for the opportunity record.

Use Keyword Search and Filter Smart Lists

Smart lists are user-context-based saved searches that lists the most relevant results based on object activity and context in Workspace.

You can use Sales Assistant to view and filter the search results to easily find the records that are of most interest for opportunity, account, contact, and service requests. For example, you can request the assistant to "View my smart list of opportunities". You can then select a record or further filter the smart list by clicking Search this List.

Intended users: Sales representative, sales manager

For smart lists, sample phrases include:

  • Get my smart list of accounts

  • View my smart list of contacts

  • My smart list of opportunities

Things to consider:

  • The smart lists of accounts, contacts, and opportunities returns the same set of records you get using these lists in Workspace.