Create a needs-based product offering recommendation

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Set the product offering to be used as a product recommendation for a needs template.

    Before you begin

    Product offerings must be defined and published before they can be set as a product recommendation.

    Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin, admin

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Needs > Needs Based Offering Recommendation and select New.
      On the form, fill in the fields:
      Table 1. Create New Needs Based Offering Recommendation form
      Field Description
      Name Name of the recommended offering displayed to the agent. For example: Recommend Flex or Recommend Quad Play service bundle.
      Description Brief description of the recommendation. For example: Recommending flex offers based on customer needs.
      Product Offering Product offering to be recommended.
    3. Select Save.
      The selected product offering is available as a product offering recommendation and can be selected as a guidance node in a needs decision tree.

    What to do next

    Create a decision tree for a needs template.