What are the Suggestion's Type & Visibility Options?

Vault CRM Suggestions helps field users by surfacing actionable recommendations and critical insights. Suggestion Types are a classification that determines the actions a field user can take directly from the Suggestion record, for example, scheduling a call with an account. Visibility options determine whether a Suggestion is a collaborative recommendation or insight for a specific user, and how long a Suggestion remains active before expiring.

Your Flightpath

Your Flightpath includes everything to understand the optimal Suggestion Type and Visibility options for your Suggestions.

What are the benefits of using Suggestion Types & Visibility options?	~1 min.
What are the Suggestion Types and how do they drive action?	~3 min.
Who can see and act on Suggestions?	~2 min.
How are Suggestions removed when they’re no longer relevant?	~1 min.
Flight Simulator	~3 min.

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