What is the For You Tab Used for in Sales Assistant FAQ CRM

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Summary:

The For You tab in Sales Assistant is a tailored list of product recommendations designed to help you create more efficient and relevant quotes. The list is generated based on your previous interactions and uploads and is always customized to suit your specific needs and activities within the system.

Question: What is the For You tab in Sales Assistant?

Answer: For You tab is basically the data based on how you used the Sales Assistant historically. This is how this efficient feature works:

  • It is based on your previous feedback: The list includes SKU pairs (parent-child) that you have previously interacted with. If you’ve given a thumbs-up to a product in the past, it will be included in the list. This helps you see products you’ve shown interest in before.

  • It is based on Products Added to a Quote: Any SKU pair (parent-child) that you have previously added to a quote will appear in the "For You" list. This ensures that the list reflects your actual quoting activities and suggests products relevant to your past work.

  • Added-Your-Own Recommendations: If you’ve used the "Add-Your-Own Cross Sells" functionality to add custom product recommendations, these items will also be included in the list. This feature helps personalize your experience by allowing you to suggest products that fit your needs.

The "For You" list will only display child SKUs that are relevant to the parent SKU you have selected on the right-hand side (RHS) of the Sales Assistant.