Sales Assistant's Attach Tab FAQ CRM

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Summary:

Sales Assistant features Attach tab which contains other products and services that can be purchased best with the items already included in your quote.

Question: What is the Attach tab in Sales Assistant?

Answer: This is a collection of engines that offer SKU analytics-based recommendations. It acts as a strategic advisor, optimizing the overall offering by suggesting complementary items to those already present in the quote. The following are some of the recommendations listed in the Attach tab:

  • For you

  • Best choice

  • Similar items

  • Warranties

  • Accessories