How to launch a decision?
The decision engine allows you to create standardized processes for your customer portfolio according to their segmentation, align your business policies and generate information that allows you to accelerate and prioritize business growth.
Once you set up a segment, it is ready to use. To launch a decision you must do the following:
Search for the company to which the evaluation will be triggered. Click on the company.
Select the "New decision request" button. Here you will see the list of the segments you have already configured.
Select the segment that corresponds to your evaluation, click on the "Continue" button. Fill in the data from the initial form (only applies if you have configured more fields).
Add the e-mail address of the person(s) to whom the evaluation will be sent and click "Send".
To see the progress of your evaluations you can find them in the main menu under "Decision Requests".