How do I access Deal Recommendations in Vtiger CRM?
Deal Recommendations are a part of Conversation Insights under the One View widget of a deal record. Follow these steps to find Deal Recommendations in the CRM:- Log in to the CRM.
- Go to Sales.
- Click Pipeline Management> Deals. The Kanban View of Deals will be displayed.
- Click on a Deal record. The Summary View of that deal opens.
- Click the One View widget.
- Click Conversation Insights. The Conversation Insights window of that deal opens.
You will find the Deal Recommendation-related information like Predicted Close Date, Sentiment Score, Conversational Timeline, and Touchpoint Summary.