---
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


---

# Get product recommendations

# Get product recommendations for leads using needs analysis {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.

## Before you begin

Role required: sales_agent

## About this task

A needs template is a questionnaire that you complete to get product recommendations based on input or requirements that you receive from a customer. The product selection guide lists the needs templates available for a
particular catalog.

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to LeadsAll and select the lead that you want to work on.  
   The product catalog appears on the Catalog tab of the lead.
3. In the Catalog tab, select Product selection guide in the catalog hierarchy.  
   The needs template cards for the guide appear.
4. In the needs template card that best matches what your customer wants, select Capture Needs.  
   The questionnaire for the selected template opens.
5. Answer the series of questions.
6. After replying to the last question, review or select the recommendations:
   * To review your responses, select the Edit ![]() icon. You can change your responses if needed.
   * To view product recommendations, select Select Recommendations. The Catalog tab displays the recommended products.
   {#lead-management-use-needs-analysis__choices_mw5_pxc_1cc}
7. Select Add in the tile for the product that best matches your customer needs.  
   The selected product is added to the lead. The Needs tab displays the needs template that you selected. You can review the needs template and, if needed, change your answers. Different answers might produce different product recommendations.
**Related concepts**   

* [Configuring Lead Management](https://www.servicenow.com/docs/mxt7Atr8Pv_SBv2DYM6ldQ "Install the Lead Management application, which enables sales agents and sales development representatives to create leads and provide pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis and kanban view used in Lead Management.")
* [Lead Management](https://www.servicenow.com/docs/GuSHSFgU95bCP46DSoTjtA "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")  
**Related tasks**   

* [Create a needs template and set the catalog relationship](https://www.servicenow.com/docs/Y4Z4ECsWtZaF1aWZh8gwzg "Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.")

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