Recommending a Product for a Deal

Prerequisites

To recommend a product for a deal, you should have:

  • Products defined in the application

Procedure

To recommend a product for a deal:

  1. Ensure that the Product section is expanded in the Deal zone when you are defining a deal.

    The Product section contains the following field in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Product Used to indicate the product that you want to recommend for the deal.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Product field. On clicking the Search icon, the Product Search window appears.

    On specifying the product, the description of the product appears corresponding to the Product field.

    		 No
    Note:

    The system automatically derives recommended products for the deal when the questionnaire contains questions where the question applicability is set to Package and Product Reference.

    The system derives the recommended products from the reference deals. It only considers automatically recommended products of the reference deals and not manually recommended products of the reference deals.

  2. Enter the required details in the Product section.
  3. If you want to recommend more than one product for the deal, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a recommended product from the deal, click the Delete (The Delete Icon) icon corresponding to the product.
  4. Click Save.
    The products is recommended for the deal.

Related Topics

For more information on... See...
How to define a deal Defining a Deal
Deal zone Deal