Note: The 'Recommendations' product is in a closed Beta at the moment. If you wish to gain access, please contact your account manager.

Card type: Cleaning

In order for to properly analyze your personal deals and give helpful recommendations, your CRM deals need to be clean. If we find any obstacles for us to do so, we'll let you know through the recommendations that pop up weekly.

Examples of issues that can be found in deals:

  • Missing value

  • Missing organization

Click on the 'Fix it' button to go straight to the deal and set it right.

Did this answer your question?