Viewing Recommendation Information for a Contact

Complete the following procedure to view the product recommendation information for a contact where a needs analysis has been completed.

Product recommendations are regarded as a suitable fit for a contact and an application process can be initiated for recommended products as shown Applying for Products for a Contact.

To view the recommendation information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.

3. Tap Recommendations in the list in the side pane.

   All product recommendations associated with the contact appear in the Recommendations list in the main pane.

   The product recommendations shown come from the needs analysis that you started in Performing Needs Analysis for Contacts.