---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a product offering recommendation

# Create a product offering recommendation {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create product offering recommendations that can be used by your sales agents to upsell or cross-sell additional products in quotes.

## Before you begin

Review the product offerings that your sales agents can add to quotes, then determine the complementary and supplementary products that can be recommended to upsell or cross-sell additional products for those products. The
source product offerings and also the recommended product offerings must be published in the product catalog.

Role required: Role required: sn_prd_pm.product-catalog_manager, sn_prd_pm.product_catalog_admin, admin

## Procedure

1. In the CRM Workspace, select the List ![]() view.
2. Navigate to RecommendationsProduct Offering Recommendations and select New.  
   Fill in the form.{#create-offer-recommendation__table_upb_2sv_xdc__entry__2}

   | Field | Description |
   |-|-|
   | Source product offering | Product for which a recommended product offering is to be defined. The source product can be a simple or complex product. Select from the list of published product offerings. |
   | Recommended product offering | Product recommended for the source product offering. Select from the list of published product offerings. |
   | Type | Option that indicates the type of recommendation: * Upsell: Recommendation for upgrading or enhancing the source product, for example a better or bigger version of a product. * Cross sell: Recommendation for buying a product that is related to but different from the source product. {#create-offer-recommendation__ul_ec1_jyv_xdc} |
   | Active | Option that indicates the recommendation is active and displayed to agents when they're adding or updating quotes and quote line items. To deactivate the product offering recommendation, deselect this option. |
   | Order | Number that determines the sequence in which the recommendation is displayed in the contextual side panel of theCRM Workspace. |
   | Description | Brief description of the offering recommendation. |
   [Table 1. Create New Product Offering Recommendation]

   {#create-offer-recommendation__table_upb_2sv_xdc}
3. Select Save.  
   The product recommendation card for the product is displayed to your agents when they're updating a quote that has the source product offering for this recommendation. For more information on how sales agents use product offering recommendations, see [Get additional product offering recommendations for quotes](https://servicenow-prod.fluidtopics.net/~EzcfbW0O7o8tyGktXcTpQ "Get product offering recommendations to upsell or cross-sell additional products in quotes.").

*[\>]: and then