Create Cross-Sales Need Group

These steps explain how to create new need groups to be used in cross-sales.

  1. Launch Tool #242 Configure Cross Selling Tools.

  2. Click Add Need Group.

  3. Enter the Corp ID, a new Need Group #, and a Description.

    • Click Group Tips to add a URL link or comments with helpful information about the need group. Click Save, then use the back arrow.

  4. Use Enter to create the new need group.

Learn More

Cross Selling and Next Suggested Product booklet