How do I manage account recommendations?
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. Click "Add Recommendations" in the top right corner of the screen.
A pop-up window will be displayed where you can add the message that you want sales reps to see when they view the account or process an order for it.
To modify or delete a message, go to the account page and click "Display Recommendation".
2. How can I view recommendations?
Whenever you access an account, any active recommendations will be displayed at the top of the screen. A highlighted box displays the message.
Active notifications will also be displayed when an account is added to a new order.
A highlighted box is displayed whenever you access the account with a preview of the recommendation.
Click "See More" to view thee.
A highlighted box is displayed whenever you access the account with a preview of the recommendation. The date and name of the User that published it is displayed when you click the box.