1 min read
Choose Suggest or Act mode
Decide whether analyses wait for review or may change the pipeline automatically.
Before you start
- Have the Sales Inspector module enabled and permission to edit Pipeline.
Step by step
Open a number’s Configuration.
Choose Suggest to review in Pending, or Act to allow eligible automatic applications.
Review the threshold and save.
Check your result
The saved mode determines how new analyses are handled.
What you need to know
- Act may mark valued sales, advance cards and produce notifications or conversions according to configuration.
- Below the threshold, the result remains a suggestion. Forward-movement rules still apply; this mode does not allow every change.