Get product recommendations for leads using needs analysis

---
title: Get product recommendations for leads using needs analysis
description: Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-use-needs-analysis.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Get product recommendations for leads using needs analysis

Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.

## Before you begin

Role required: sales\_agent

## About this task

A needs template is a questionnaire that you complete to get product recommendations based on input or requirements that you receive from a customer. The product selection guide lists the needs templates available for a particular catalog.

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Leads** > **All** and select the lead that you want to work on.

    The product catalog appears on the Catalog tab of the lead.

3.  In the Catalog tab, select **Product selection guide** in the catalog hierarchy.

    The needs template cards for the guide appear.

4.  In the needs template card that best matches what your customer wants, select **Capture Needs**.

    The questionnaire for the selected template opens.

5.  Answer the series of questions.

6.  After replying to the last question, review or select the recommendations:

    -   To review your responses, select the **Edit** \[Omitted image "workspace-icon-edit.png"\] Alt text: icon. You can change your responses if needed.
    -   To view product recommendations, select **Select Recommendations**. The Catalog tab displays the recommended products.
7.  Select **Add** in the tile for the product that best matches your customer needs.

    The selected product is added to the lead. The Needs tab displays the needs template that you selected. You can review the needs template and, if needed, change your answers. Different answers might produce different product recommendations.


**Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md)

**Related topics**  


[Create a needs template and set the catalog relationship](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-publish-needs-template.md)

[Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-lead-management.md)

[Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management.md)