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Accessing Specified Pricing Feature
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Click on the organization/contact to apply the discount.
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Locate and select "specified pricing" on the left-hand panel.
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Setting Up Discount
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Choose the specific product/service to discount (e.g., orange carpet).
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Original price: $10 per square yard.
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Apply a 10% discount, reducing the price to $9 per square yard.
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Implementing the Discount
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Confirm and save the changes.
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Verify the updated price in the estimation section ($9 for orange carpet).
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Visualizing Discount
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In the CRM system, a question mark symbol indicates a discounted specified price for that particular order.
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