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Recommendations sidebar for Next Best Messages and Content in visits

Key Takeaway

The Recommendations sidebar has no setting to switch on. It appears when recommendation data exists for the account-territory pair, so load the data into the right object and give reps access to it.

The Recommendations sidebar suggests the Next Best Messages or Content for a specific healthcare professional (HCP), so field reps know what to discuss or present during a visit. Data drives the sidebar, not a setting. The consultant's job is to get the right data into the right object and make it visible to reps.

What the Recommendations sidebar shows

The Recommendations sidebar is a menu that suggests the Next Best Messages or Content for a specific HCP. The recommendations include presentations and messages. Reps view them on the Visit Engagement page, which is the central hub during a visit.

Next Best Message provides tailored messages for each product associated with an account. The recommendations are generated dynamically from real-time data, so field sales teams can use them during visits.

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