The Pricing Guidance is a part of CPQ. To access Pricing Guidance, you must first install the CPQ add-on. Once the CPQ add-on is installed, Pricing Guidance is on the Settings page under the Marketing and Sales section.
Follow these steps to install Pricing Guidance:
- Log in to the CRM.
- Click the User Profile on the right side of the screen.
- Click Settings.
- Go to Extensions.
- Click Add-ons. The Add-ons page opens.
- Type CPQ in the search bar. The CPQ Add-on appears.
- Click Try for 30 days. The ‘Are you sure you want to install this add-on message?’ confirmation message pops up.
- Click Yes.
A success message is displayed.
The CPQ Add-on is installed. Pricing Guidance is now available on the Settings page under the Marketing and Sales section.