What's the difference between Recommended Actions, Action Items, and Recommended Documents?

Recommended actions in opportunities are the next best sales recommendations for you to follow. Helping you manage your pipeline, recommended actions are based on account intelligence, sales actions, and historical sales analysis.

Action items and recommended documents are coaching components or job aids associated with a specific sales stage. Each sales stage potentially can have multiple action items and recommended documents associated with it.

Action items are steps you should follow during a sales stage. For example, your company might recommend that you interview a potential customer, develop a product list, and schedule a presentation for a product launch.

Recommended documents are helpful documents and resources, such as customer letter templates, relevant websites, and training materials.