Create a product recommendation

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 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. Navigate to All > Product Catalog Management > Needs > Product Offering Recommendations.
    2. Select New.
      On the form, fill in the fields:
      Table 1. Product Offering Recommendation New record 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 offerings to be recommended.
    3. Select Submit.
      The selected product offerings are available as product offering recommendations and can be selected as guidance nodes in a needs decision tree.

    What to do next

    Create a decision tree for a needs template.