Create Cross-Sales Tasks

These steps explain how to create new tasks for cross-sales need groups.

1. Launch Tool #242 Configure Cross Selling Tools.

2. Select the appropriate need group and choose the Cross Sales Tasks option.

3. Click Add.

4. Enter the Task #, Description, and Promotion expiration date (if applicable).

   • Click Tips to add a URL link or comments with helpful information about the task, such as a call script. Click Save, then use the back arrow.

5. Use Enter to create the new task.

6. Repeat steps 3-5 for all tasks.

Learn More

Cross Selling and Next Suggested Product booklet