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

Suggestion Feedback Records

When end users take action on a suggestion, including executing the suggestion (scheduling a call, creating a call objective, sending an email), dismissing the suggestion, or marking it as complete, a new suggestion feedback record is created. This record includes the following information:

• Created Date - When the user took action on the suggestion
• Created By - Who took action on the suggestion
• Suggestion - Relationship with the parent suggestion record
• Record Type - Tracks the User Suggestion action:
• Activity_Execution_vod - the user took action on the suggestion
• Dismiss_vod - the user dismissed the suggestion
• Mark_As_Complete_vod - the user marked the suggestion as completed
• Activity Execution Type - The channel associated with the suggestion (Call, Call Objective, Email, WeChat, WeChat Content)
• Lookups to related objects where applicable - Call (if a call is created from the suggested action), call objective (if a call objective from the suggested action is created), sent email (if an email is sent from the suggested action)