Sales Recommendations

When your application administrator enables the Sales Recommendation feature, your application analyzes the text of notes and call logs and recommends one or more appropriate follow-up actions. The recommended actions can be either tasks or appointments, depending on the text that was entered. Recommendations appear at the top of the Activities panel and page where you can either accept or dismiss them.

Suppose, for example, that someone on your team enters "asked for a meeting next Tuesday at 11" while wrapping up a call with a contact (callout 1 in the screenshot). Based on the entry, the application suggests that you schedule an appointment (callout 2).

You can either create the appointment or click Dismiss to reject the recommendation and remove it from view. If you accept, the application schedules the appointment with the contact at the time specified in the text. The appointment time reflects your time zone and the recommendations copies over the relevant text from the call wrap up.

When enabled, this feature replaces the automatic creation of a task after call wrap ups.

Multiple Recommendations

If you get multiple recommendations, you can review them one by one from the Activities panel or from the Activities pages, by clicking the View Details link.