Configuring Cross-Selling Tracking - Need Groups

Screen ID:  n/a images\1837g_shg.gif
Screen Title: Cross Sales Tracking - Need Groups
Panel ID: 1837
Tool Number: 242
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Access this screen by selecting "Add Need Group" (F6) from the entry Need Group configuration screen.

Refer also to: Using the CU*BASE Cross Selling Tool and Next Suggested Product.

Use this screen to add a Need Group or view an existing Need Group.  To add a Need Group enter a Corp ID, Need Group # and Description and press Enter to move to the previous screen.  Use Group Tips (F22) to enter tips about when to use this need group and how to find out what the member’s needs are.