---
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


---

# Create a needs-based product offering recommendation

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

Release version: Brazil  
Updated September 10, 2026  
![](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://www.servicenow.com/docs/H8BrQBOaprAPRmzLA4YF~w "Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.").
**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