Component: Customer Insights, Sales Insights
Dashboard: Globally Accessible
Portlet: Globally Accessible
Type: Product
Use Case Type: Performing Actions
Role: Pricing Analyst, Product Manager, Pricing Manager, Sales Manager In this example we are using the recommendations from Recommend How to Improve Customer. | Tip |
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Recommendation: Re-engage with the customer: Reach out to Delta Tulip to understand their current pain points and concerns. This can help identify potential issues that may be contributing to their poor performance.
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| panelIconId | atlassian-question_mark |
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| panelIcon | :question_mark: |
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| panelIconText | :question_mark: |
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| bgColor | #E6FCFF |
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| Select the first recommendation and create an action.
Assign this action to ‘'[First Name Last Name or Login Name or Email]'.
Due date is 'Date'. |
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