Viewing Recommendation Information for an Account

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

Product recommendations are regarded as a suitable fit for an account and an application capture process can be initiated for recommended products as shown in Applying for Products for an Account.

To view the recommendation information for an account

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

   • The Accounts list and details for the selected account in the main pane.

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

2. Tap an account in the Accounts list.

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

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

   All (product) recommendations associated with the account appear in the Recommendations list in the main pane.

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