Setting Up Buying Criteria

To set up buying criteria, use the Sales Buying Criteria (RSF_NEEDS) component.

This topic discusses how to:

  • Set up buying criteria types.

  • Set up buying criteria impact levels.

  • Set up buying criteria priority levels.

  • Set up buying criteria status values.

Note: The system does not display buying criteria fields on the Lead - Propose and Opportunity - Propose pages unless you use display templates to specify that you want to display the buying criteria fields.

See Setting Up Display Templates for Leads and Opportunities.

Page Name

Definition Name

Usage

Buying Criteria Type Page

RSF_NEED_TYPE

Define types to describe customer buying criteria.

Buying Criteria Impact Page

RSF_NEED_IMPACT

Define impact levels to describe customer buying criteria.

Buying Criteria Priority Page

RSF_NEED_PRIORITY

Define priority levels to describe customer buying criteria.

Buying Criteria Status Page

RSF_NEED_STATUS

Define statuses to describe customer buying criteria.

Use the Buying Criteria Type page (RSF_NEED_TYPE) to define types to describe customer buying criteria.

Navigation:

Set Up CRM > Product Related > Sales > Lead and Opportunity > Sales Buying Criteria > Buying Criteria Type

This example illustrates the fields and controls on the Buying Criteria Type page.

 Buying Criteria Type page

Enter a buying criteria ID, status, and description to identify the types of criteria that influence customer decisions to purchase. Add rows to create as many types as you need.

Use the Buying Criteria Impact page (RSF_NEED_IMPACT) to define impact levels to describe customer buying criteria.

Navigation:

Set Up CRM > Product Related > Lead and Opportunity > Sales > Sales Buying Criteria > Buying Criteria Impact

This example illustrates the fields and controls on the Buying Criteria Impact page.

 Buying Criteria Impact page

Enter an impact ID, status, and description to identify the impact of buying criteria on customer decisions to purchase. Add rows to create as many impact levels as you need.

Use the Buying Criteria Priority page (RSF_NEED_PRIORITY) to define priority levels to describe customer buying criteria.

Navigation:

Set Up CRM > Product Related > Lead and Opportunity > Sales > Sales Buying Criteria > Buying Criteria Priority

This example illustrates the fields and controls on the Buying Criteria Priority page.

 Buying Criteria Priority page

Enter a priority ID, status, and description to identify the priority of customers' need for a product. Add rows to create as many need priorities as necessary.

Use the Buying Criteria Status page (RSF_NEED_STATUS) to define statuses to describe customer buying criteria.

Navigation:

Set Up CRM > Product Related > Lead and Opportunity > Sales > Sales Buying Criteria > Buying Criteria Status

This example illustrates the fields and controls on the Buying Criteria Status page.

 Buying Criteria Status page

Enter a status ID, status and description to identify the status of customers' need for a product. For example, you might create a buying criteria status of Closed or Open. Add rows to create as many status levels as you need.