Overview

The Closed Lost Analytics Andi® skill prompts you to enter additional information within the stage field when an opportunity is updated to a configured opportunity stage. Andi collects and stores this information in skill storage, or can email a report on a configured cadence to be used for enhanced closed lost analytics. Up to four prompts can be configured to collect relevant information for your organization. This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.

 

In this Article

 

Configuring and Testing the Skill

Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Development audience:

  • Select Development under the Audiences section.
  • In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
  • In the Configuration section on the skill details page, enter the following information to configure the skill:

General Configuration

  • Trigger Stage - The skill should run when the user sets the opportunity stage to one of these stages.
  • Stage Managed Through Salesforce - Show a summary tag, instead of a field tag on the Stage field. Use this option if the opportunity is managed by an external system and the Stage field is disabled.
  • Tag Header - The header text for the field tag or summary tag.
  • Tag Prompt - A custom message for the initial field tag or summary tag prompting the user to open the form.
  • Form Submitted Message- A custom message for the field tag verifying that the form was submitted.
  • Edit Responses Message - A custom message prompting the user to change their answers.
  • Prompt Text 1 - The text of the prompt.
  • Prompt Input Type 1 -The input type of the prompt (Multiple Choice or Freeform).
  • Prompt Choices 1 - Comma separated list of choices. Only applies if multiple choice was selected.
  • Prompt Text 2 - The text of the prompt.
  • Prompt Input Type 2 - The input type of the prompt (Multiple Choice or Freeform).
  • Prompt Choices 2 - Comma separated list of choices. Only applies if multiple choice was selected.
  • Prompt Text 3 - The text of the prompt.
  • Prompt Input Type 3 - The input type of the prompt (Multiple Choice or Freeform).
  • Prompt Choices 3 - Comma separated list of choices. Only applies if multiple choice was selected.
  • Prompt Text 4 - The text of the prompt.
  • Prompt Input Type 4 - The input type of the prompt (Multiple Choice or Freeform).
  • Prompt Choices 4 - Comma separated list of choices. Only applies if multiple choice was selected.
  • Select Time Interval - The interval at which to send the email.
  • Email To - Comma-separated list of to: addresses.
  • CC - Comma-separated list of cc: addresses.
  • BCC - Comma-separated list of bcc: addresses.
  • Select Date or Day of Week - For monthly emails, the Date of Month (1-31, will send on the last day of the month if the configured date is greater than the number of days in the month). For weekly emails, the Day of Week (1-7, e.g. 1 = Monday). Defaults to 1.

Select Enable Changes to enable the skill for the Development audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Development audience.

 

Viewing the Skill in PrecisionLender

shows the skill message in Andi

When the opportunity is updated to a Closed Lost stage, Andi will display a message that reads 'Provide context on the lost deal to inform pricing strategy and buy-box '. Selecting this message will allow you to enter relevant information for your organization in the Andi window.

Tip

Always remember to save the opportunity to apply any changes.

 

Enabling the Skill

After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, it will automatically be available for selection in the list.
  • Open the configuration and select Copy Config From… to copy all of your configuration settings from the Development audience.
  • Select Enable Changes to enable the skill for the targeted audience.

Note

After enabling the skill for the targeted audience, we recommend disabling it for the Development audience.

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