Here are the enhancements included in this release of sales-i:
Feature Enhancements
Improved integration with SugarCRM: Manually created alerts and AI-generated opportunities from sales-i are now surfaced directly in SugarCRM via the Recommendations module.
Recommendation record: When integrated to SugarCRM, sales-i alerts and AI-generated opportunities will create a Recommendation record containing important context and the estimated value of the recommendation.
Acting on a recommendation: Directly from the recommendation record, you can quickly create an email, call, or task with prefilled information from the associated account record.
Tracking recommendations: Once you take action on a recommendation, the status of the record is automatically updated. You can also manually set a recommendation's status as needed.
Dismissing recommendations: If a recommendation is not valuable to you, it is easy to dismiss it. Dismissing recommendations can also help improve sales-i's AI-generated opportunities.
