Create Cross-Sales Need Group
These steps explain how to create new need groups to be used in cross-sales.
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Launch Tool #242 Configure Cross Selling Tools.
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Click Add Need Group.
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Enter the Corp ID, a new Need Group #, and a Description.
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Click Group Tips to add a URL link or comments with helpful information about the need group. Click Save, then use the back arrow.
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Use Enter to create the new need group.