This is easy, just follow these simple steps:


1. From your dashboard go to customisation>advice options & reasons library.

2. Select the review section you wish to add the product to e.g. Review of Existing Pension Plans

3. Then select the Plan Summary step. The page will refresh and you will be presented with a view like this.


 


4. To add a product (advice option) to the section click add advice option.

5. You will be directed to the Add Advice Option page. Add the name of the new product in the text box provided and then click save.

6. You will be taken back to the previous page where you will notice that your product has been added at the bottom of the list.


That's it you've added a product to a review section. Next time you go to the Plan Summary step of that review section you'll notice that your custom product is now available for selection in the Product drop down menu.


Further Reading


You'll find more information about the Advice Options & Reasons Library here.