Skip to main content
All CollectionsAccounts
How do I manage account recommendations?
How do I manage account recommendations?
Training avatar
Written by Training
Updated over a week ago

This feature is only available for the following plans:

ALL PLANS

Click here for more information on our plans.

With ForceManager you can create notifications for your accounts so that your sales reps are aware of important information (overdue invoices, payment warnings, etc.) or when you have something specific to bring to the attention of your team.

These notifications will be displayed whenever sales reps access account data or order information.

1. How can I create an account recommendation?

Recommendations must be created from the web version. Access the account that you want to set a notification for and click on the pencil icon to edit the account.

Recommendations_1.PNG

Next, access the "Recommendation" section and add the message that you want sales reps to see when they view the account or process an order for it.

Recommendations_2.PNG

To modify the message, access the same section, update the message and click on "save". In the same way, to delete a recommendation, click on the section cross and save changes.

Recommendations_3.PNG

2. How can I view recommendations?

Web Version

Whenever you access an account, any active recommendations will be displayed at the top of the screen. A highlighted box displays the message.

Recommendations_4.PNG

Active notifications will also be displayed when an account is added to a new order.

Recommendations_5.PNG

Mobile Version

A highlighted box is displayed whenever you access the account with a preview of the recommendation.

Click "See More" to view thee.

Android Devices

Recommendations_Android_1.PNG

iOS Devices

Recommendations_iOS_1.PNG

If you have a Professional or Performance plan, you can also automate the upload of data to this field (from a file or from an already existing ForceManager field) to be completed taking all existing rules into account.

Did this answer your question?