Configuring Buying Group
Learn how to configure Buying Group to organize multiple contacts within Sales CRM by account and product offering family, and link them to opportunities.
Activate Buying Group
As an admin, activate the plugin (sn_buying_group) to enable users to access Buying Group. For more information, see Activate a plugin.
| Plugin | Description | Dependency |
|---|---|---|
| sn\_buying\_groups | - Represent collections of contacts involved in a purchasing decision. - Organize stakeholders by role or context and support associating multiple contacts with accounts, product families, and sales opportunities. | - Product Catalog Management Core - \(com.sn\_prd\_pm\) - Sales common - \(com.sn\_l2c\_sales\_common\) - Customer service - \(com.sn\_customer\_service\) |
What to do next
View buying group engagement metrics
View a buying group engagement metrics to track how individual members and the group as a whole interact across marketing and sales activities, providing a consolidated view of participation, engagement levels, and buying readiness throughout the buying group lifecycle.
Related topics
Install and configure Opportunity Management
Install and configure Lead Management
[configure-SOM-roles]