Suggestions Default Functionality

The following functionality is available to users after initially configuring Accounts:

Using Suggestions

• Home Page Tile
• Account Profile Panels
• Scheduling a Call from a Suggestion
• Sending an Email from a Suggestion
• Assigning a Call Objective to a Suggestion
• Score and Sort Order
• Assigning a Suggestion as an Insight
• Expiration Dates for Suggestions
• Displaying the Feedback Dialog