1 min read
Review a suggestion’s evidence
Check the conversation before changing the pipeline.
Before you start
- Have the Sales Inspector module enabled and permission to edit Pipeline.
Step by step
Open Pending and locate the contact.
Read Summary, Evidence, suggested stage, confidence and any detected sale or value.
Use Open conversation to review the conversation in Hub.
Check your result
You compare the suggestion with its source conversation.
What you need to know
- Confidence is a model estimate. A detected sale may lack a value in the conversation.
- The list loads up to two hundred suggestions without pagination on this screen.