What are the different types of Suggestions and how do I view them?

Suggestion Types

There are four types of Suggestions:

• Call - A recommendation to schedule a call with the associated account

• Call Detail - A recommendation to create a specific Call Objective

• Email - A recommendation to send a specific Approved Email to the associated account

• Insight - Information deemed valuable, but not directly actionable

Suggestion Visibility

There are two visibility settings for Suggestions:

• Public - Suggestions are associated at the Account level, regardless of the user

• Action taken against a public Suggestion applies to all users with access to the associated Account

• Private - Suggestions are assigned to an individual user and Account

• Action taken against a private Suggestion is not applied to other users

• Private Suggestions can be made public via the Sharing Settings

My Setup and Restricted Products are respected.