Create a Recommendation

Steps

  1. Access the Recommendations pane.
  2. In the upper-left corner of the pane, select .

    A blank datasheet of the Recommendation appears.

    The blank datasheet of a Recommendation

  3. As needed, enter values in the available fields, and then in the upper-right corner of the datasheet, select .

    The Recommendation is created.

    Note: See the Recommendation Management Workflow section of the documentation for additional options when working with Recommendations.

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