The Recommendations tab on the Company profile serves as a comprehensive overview of current and past recommendation statuses associated with the company.

At the forefront of this section lies the Latest Recommendation widget, offering immediate insights into the most recent recommendation status. In the event that no recommendation has been opened, you'll find a convenient button to submit the company for a recommendation. For companies that have already been recommended but await action, you’ll see two buttons providing the option to either accept or reject the recommendation. Regardless of which option you select, you’ll always have access to the latest action details in the widget, including creation and action dates, the latest recommendation label, the name of the person who initiated the action with any rationales given. To change an action, simply click on the accepted or rejected status to submit a new action with a different label.

For a deeper dive into recommendation activities, explore the Recommendation Activity widget. This feature provides detailed information on any modifications made to recommendation records, as well as latest company recommendation checks.

To grasp the broader trends and patterns over time, see the graph in the Recommendations over time widget. This visual summary shows all past and present recommendation actions along a timeline. Hovering over data points shows further information for a more nuanced comprehension of recommendation trends.

To learn more about Recommendations, head to Recommendations.

Step-by-Step Guide:

Navigate to Company Profile
Click “Recommendations”
Scroll to review the details

Company Profile: Recommendation status and history