Recommending products to a client

Recommend (bottom bar on your phone, or the client's record). Search your distributor's catalogue, add products, add a line of advice if you like, and send.

• The client gets a link by email or text that opens a pre-filled basket.
• Whoever sent it is credited with the sale.
• The list is saved on the client's record, so *what did you give me last time* takes a second.

The AI routine builds a list from the consultation form if you'd rather start from there.