Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Define the company information such as name, website URL, and value propositions that the Sales Opportunity Agent uses to engage with customers.
Follow these steps:
Under the General settings section, select Company info.
In the Company info page, enter the following information:
Field name Description Company name Enter the name of your company. Company website Enter the URL of your company's website. Value proposition of what you sell to the selected opportunities Enter the value proposition of the products associated with the opportunities that the agent handles. Providing a clear value proposition helps the agent focus its account research on the most relevant information. Instead of returning broad or generic insights about a company, the agent uses the value proposition to tailor its research and deliver insights that are specific to your product and its effect for the customer.
For example, if the agent is handling opportunities that are related to a coffee machine, you can specify "Our smart vending machine offers a variety of premium blends, customizable to your taste, with zero wait time, and minimal maintenance." instead of "We sell coffee machines to businesses."
Next step
Set selection criteria for opportunities.