Phase 2 - Consultation Topics

Enter information on the products discussed during the consultation in this phase.

To add a product that you have discussed with the customer:

1. Click on (New).

   The mask used to add new records is opened.

2. Click on (Select) next to the Product Master field to select a product.

   Data such as the Product name and Product Group is transferred from the product master.

3. Enter the remaining data.
4. Save the record.

Once you have added a product, you can click on phase 3 in the header to switch to phase 3, >> Phase 3 - Argumentation.