Under the Account Fit setup, you can navigate to the Recommendation tab to get account fit setup recommendations based on your existing customer base.
It is required to have an initial account fit setup to generate recommendations. To get recommendations, you have to simply upload a CSV of the domain URLs of your existing customers. Here is an example CSV file.
Once you upload a CSV, Enlyft will analyze your existing customer base against your account fit setup and show you the distinct attributes of your existing customers that you should include in your account fit setup.
Once you have applied a recommendation, you’ll see a tick mark next to the recommendation.