Using the Recommended App

Recommended answers a question that's harder than it sounds: out of several thousand contacts, who should you actually call today?

Installing

Add Recommended from the Apps marketplace. It adds a Recommended item to your sidebar.

How it works

Once a day, Recommended builds a prioritized set of contacts for each user in the workspace and groups them by why they surfaced. Your list is yours — it's built per person, not shared, so what you see reflects the contacts you work with.

The list refreshes on a daily schedule. If it looks stale, it's between refreshes rather than broken.

Using it

Open Recommended and work down the groups. Each contact links straight to their record so you can see the history before you reach out, and log what happened afterward.

Pair it with Tasks — the recommendation tells you who, and a task makes sure the follow-up you promised actually happens.

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