Create a needs-based product offering recommendation

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.