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Recommendations
Recommendations
Read all about the AI generated recommendation cards in your account
11 articles in this collection
Written by
Wendy
Recommendation cards summarized
See which recommendation cards are currently live and their content
Written by
Wendy
Updated over a week ago
Recommendation preferences
Pick which cards to view in your Recommendations overview
Written by
Wendy
Updated over a week ago
Prospecting
Congrats, you closed a deal! (Recommendations)
Just closed a new deal? We'll show you similar ones to chase!
Written by
Wendy
Updated over a week ago
Available opportunities (Recommendations)
Based on your best deals closed so far, we'll show you other interesting organizations to focus on
Written by
Wendy
Updated over a week ago
No lookalike companies could be found (Recommendations)
Read more about why the algorithm sometimes can't find lookalike companies
Written by
Wendy
Updated over a week ago
Cleaning
Duplicate deals (Recommendations)
Avoid confusion and never accidentally work on the same deal as a colleague!
Written by
Wendy
Updated over a week ago
Duplicate organizations (Recommendations)
Keep your CRM clean and let us help you avoid duplicates
Written by
Wendy
Updated over a week ago
Issues found in deals (Recommendations)
Get help to clean your deals so they can be properly analyzed by Ocean.io
Written by
Wendy
Updated over a week ago
Issues found in organizations (Recommendations)
Get help to clean your organization so they can be properly analyzed by Ocean.io
Written by
Wendy
Updated over a week ago
Task management
Forgotten open deals (Recommendations)
Get reminders on the deals you're working on to make sure they won't slip through your fingers
Written by
Wendy
Updated over a week ago
Deal past expected close date (Recommendations)
Keep your pipeline clean by ensuring all expected close dates are in the future
Written by
Wendy
Updated over a week ago