---
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 needs-based product offering recommendation

# Create a needs-based 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  
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 CRM Workspace, select the List ![]() view.
2. Navigate to NeedsNeeds Based Offering Recommendation and select New.  
   On the form, fill in the fields:{#create-product-recommendations__table_qqc_x11_zdc__entry__2}

   | 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. |
   [Table 1. Create New Needs Based Offering Recommendation form]

   {#create-product-recommendations__table_qqc_x11_zdc}
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](https://servicenow-prod.fluidtopics.net/5ZXlqHT0Q7pqVAdw6CETOw "Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.").

*[\>]: and then