---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Decision tree template

# Create a decision tree for a needs template {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.

## Before you begin

Before creating decision trees, review the following information:

* [Decision trees in Guided decision](https://www.servicenow.com/docs/access?context=decision-trees-in-guided-decisions&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US) - Become familiar with the basic elements of a decision tree and how they work, such as node types, linking inputs in nodes, and decision tree paths.
* [Example configuration of a decision tree](https://www.servicenow.com/docs/access?context=example-decision-tree&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US) - Walk through an example decision tree, including preparations for creating a decision tree, to understand the end-to-end configuration of a decision tree.
* [Answer types for questions](https://www.servicenow.com/docs/access?context=type-of-answer&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US) - Learn about the various types of answers, such as Choice, Date, or Integers.
{#configure-needs-decision-tree__ul_v15_ym3_c1c}

Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to NeedsDecision Tree and select New.
3. Select New.  
   On the form, fill in the fields.{#configure-needs-decision-tree__table_klj_wtz_m1c__entry__2}

   | FIeld | Description |
   |-|-|
   | Name | Name of the decision tree. |
   | Action Label | Label of the decision tree displayed on the needs template card in the product selection guide. |
   | Description | Brief description of the decision tree. The description is displayed on the needs template card in the product selection guide. |
   | Title | Name of the decision tree on the needs template card in the product selection guide. |
   | Show a dismiss button | Option that shows or hides the Dismiss button that cancels the flow of a decision tree during opportunity or lead creation. This field is enabled by default. |
   [Table 1. Create New Decision Tree form]

   {#configure-needs-decision-tree__table_klj_wtz_m1c}
4. Select Save  
   A decision tree is created with the name specified in the Name field.
{#configure-needs-decision-tree__steps_vdg_4s3_c1c}

## What to do next

[Build a needs decision tree](https://www.servicenow.com/docs/cC2HQ481QBtDg_se0v8E3Q "Define the decision tree question nodes, decision paths, and guidance for each decision path using Decision Tree Builder.") using Decision Tree Builder.
**Related concepts**   

* [Using product catalogs](https://www.servicenow.com/docs/vpoMlw~0PugJdRxBuRLFfQ "The product catalog provides a visual display of the available product offerings that can be added to a Sales Customer Relationship Management transaction, such as an opportunity, quote, or order. Use the catalog interface to add simple products and complex products that can be further customized.")
* [Product Catalog Management](https://www.servicenow.com/docs/8K~Vac4h7JQ7tgD76_21Iw "Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales Customer Relationship Management.")

*[\>]: and then