On the Recommendations page, you can explore all the recommendations, making decisions to approve or reject the recommended companies. The primary filter focuses on companies with active recommendations that have never been accepted before. This ensures that the page lists new and potential opportunities, filtering out companies with previously accepted recommendations.
If you have specific terms for your accept and reject criteria and would like these to be reflected in your platform; please contact your Account Director to customise your dropdown options. This will also enhance the detail and relevance of your weekly monitoring emails, providing clearer insights for decision-making.
Step-by-Step Guide:
- Press “Recommendations Page”
- Select “Accept Recommendation” or “Reject Recommendation” (thumbs up or down icon)
- Enter “Label”
- Enter “Action Rational”
- Enter “Add Description”
- Press “Save”
If a company no longer aligns with your criteria for a high score, we will close the recommendation on your behalf. For a comprehensive view of a company's recommendation history, you can visit the Recommendations tab, which is located on the Company Profile.
Active Recommendation
When a company has an active (open) recommendation, the recommendation is awaiting your action (approval or rejection).
Step-by-Step Guide:
- Head to “Recommendations Page”
- Select “View”
- Click the Thumbs up or Thumbs down Button
- Enter “Label”
- Enter “Action Rationale”
- Enter “Free Text Rationale” (optional)
- Press “Save Recommendation Action”
- Enter your CRM required fields
- Press “Confirm”
To get a summary of your recommendations at the end of each month, listing all companies recommended and their current status, allowing for team review and strategic planning please contact your Account Director.
Accept or reject your recommendation on the recommendations widget.
Contact your Account Director to set a specific timeline for re-evaluating companies based on the initial rejection rationale. For example, if a company is rejected for being too small, it can be re-recommended in 6 months to assess any growth or changes.
Closed Recommendation
If a recommendation is closed without any action, it suggests that your machine learning model has closed the recommendation for you. Closed recommendations that were previously approved or rejected will also be displayed, indicating that they might have been closed by ML.
Viewing Recommendations in Detail
For companies that have never been recommended before, no widget is displayed on the Company Overview. The Company Recommendations section will show no prior records.
For companies that have had recommendations in the past, users can view a summary of these past recommendations. This includes both active/open and closed recommendations.
Edit Recommendations
Users have the ability to reopen a closed recommendation by editing it and selecting a new, different label when approving it. This functionality provides flexibility in managing and updating company recommendations.
Step by Step Guide
- Head to “Recommendations Page”
- Click “Action” to view the recommendation detail
- Click “Company Name”
- Scroll to Recommendations widget
- Click “edit” pencil icon
- Change the Recommendation
Filtering Recommendations
By selecting a specific view, you can refine your search, making it easier to quickly find companies that align with your interests. Additionally, you have the option to filter recommendations based on their quality.
Step by Step Guide
- Head to “Recommendations Page”
- Click “Source” dropdown to “Add source”
- Click “Select a View” dropdown to choose your “Saved View”
- Click “filter” Funnel icon
- Enter Total Revenue (Millions)
- Select Greater than
- Enter Value
- Press “Search”
- Select “Thumbs up” or “Thumbs down” to accept or reject the Recommendation
- When you accept a recommendation:
- Enter “Label”
- Enter “Action Rationale”
- Enter “Free Text Rationale” (optional)
- Press “Save Recommendation Action”
- When you accept a recommendation:
Should you wish to opt out of having recommendations automatically pushed to your CRM via the configured connector, this feature can be deactivated. To make this adjustment, please reach out to your Project Manager, who will coordinate with your Account Director to fulfil your request.