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Product recommendations allow a marketing administrator to define up-sell and cross-sell recommendations for a product. The marketing administrator enters the text of the recommendation message and a score indicating how important this recommendation is compared with other recommendations for the product.
The sales representative can click the Accept button in the Messages list to accept a recommendation, automatically adding the recommended product to the quote or order. The sales representative can click the Reject button to reject a recommendation, removing the recommended product from the Messages list.
If an upsell recommendation is rejected, it will not be shown again to the same account or contact. If a cross-sell recommendation is rejected, it will not be shown again in the same quote or order, but it will be shown again if the same account or contact creates a new quote or order for the product. The administrator can change this behavior.
In addition to displaying product recommendations that have been defined, the Messages list also automatically displays a recommendation for every product promotion that the customer is eligible for. This only applies to product promotions, which are defined in the Administration - Product screen, Product Promotions view, and not to other types of promotions. For more information about product promotions, see Siebel Pricing Administration Guide.
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