Specified Pricing and Discount Setup 🛍️

  1. Accessing Specified Pricing Feature

    • Click on the organization/contact to apply the discount.

    • Locate and select "specified pricing" on the left-hand panel.

  2. Setting Up Discount

    • Choose the specific product/service to discount (e.g., orange carpet).

    • Original price: $10 per square yard.

    • Apply a 10% discount, reducing the price to $9 per square yard.

  3. Implementing the Discount

    • Confirm and save the changes.

    • Verify the updated price in the estimation section ($9 for orange carpet).

  4. Visualizing Discount

    • In the CRM system, a question mark symbol indicates a discounted specified price for that particular order.