Summary:
My Insights now includes several enhancements that simplify outreach tracking, improve ownership visibility, and make it easier to manage quote follow-ups directly within the insight workspace. This article answers what these enhancements are in My Insights at X4A.
Question:
What are the new enhancements in My Insights and how can these improve the Xvantage experience for the associate?
Answer:
Bulk phone call creation: Create phone call records for multiple insights at once to quickly log outreach across several quote opportunities.
Multiple phone calls per insight: Record multiple calls against the same insight to maintain a complete history of engagement and follow-up attempts.
Phone call descriptions with CRM sync: Add or edit descriptions when logging calls to capture conversation details, with updates automatically syncing to CRM activity records.
Assign to Me: Take ownership of an insight directly from the insight page to clearly establish responsibility for follow-up actions.
Quote sharing via Outlook: Download one or multiple quotes into a preformatted Outlook email template for quick sharing with resellers.
Remind Me: Set reminder dates on insights to stay on top of follow-ups and important opportunities.
Dismiss for Me: Remove an insight from your personal view without affecting visibility for other collaborators.