Configure the Auto Resolver
Watch the video and follow the steps below:
- In the App Setup, click on Auto Resolver.
- Turn on the the Auto Resolver by using the Toggle.
- Enable the respective Auto Resolver rules.
- Click on "Save and Proceed."
Auto Resolver Settings
Please toggle the appropriate settings to set how the Auto Resolver resolves issues.
☑️
Bulk Approve Issues
Enable the toggle to have access to the Auto Resolver feature.
- Allows you the ability to multi-select opportunities to bulk resolve.
- Empowers you to review the suggested fixes before approving
🤖
24/7 Auto Resolver
Toggle the Auto Resolver to run Automatically
- Eliminates the bulk approval process
- Users typically enable this feature after they vet the conditional rules
Auto Resolver Conditional Rules
Please toggle the appropriate rules to apply for display in the Pre vs. Post Analyzer Screen when using the Auto Resolver.
✔️
Claim Missing Credit
Auto-Assign lead source to an opportunity
- If only one contact, use the respective lead source
- If multiple contacts, use the most eligible lead source
🕵🏼♂️
Follow the Money
Auto-Assign contacts to an opportunity
- Set a Primary Contact
- Assign Decision Maker(s)
Consistent methodology to grow revenue
Ensure business continuity by having transparent logic in resolving issues.
Build confidence
Automate manual tasks with greater accuracy.
Grow Adoption
Empower your team to make faster revenue-generating decisions.
