Enable Sales Recommendations for Sales Insights

Here's how to enable sales recommendations. The sales recommendation feature analyzes text of notes and call logs and recommends follow-up tasks and appointments. When enabled, this feature replaces the automatic creation of a task after call wrap ups.

1. Open the Setup and Maintenance work area and select the Sales offering.
2. In Setup: Sales, click the Change Feature Opt In link.
3. In the Opt In: Sales page, click Features for Sales (the pencil icon in the topmost row highlighted in the screenshot).

   

4. Select Enable for Sales Recommendations as highlighted:

   

5. Click Done.