Follow these steps to set up Pricing Recommendation Factors:
- Log in to the CRM.
- Click the User Profile on the top right of the screen.
- Click Settings.
- Type Pricing Guidance in the search bar. Pricing Guidance appears under the Marketing and Sales section.
- Click Pricing Guidance.
The Pricing Guidance window displays Pricing Recommendation factors for Quotes and Deals. The fields are auto-populated. When the CPQ Add-on is installed for the first time, all the fields will automatically take the first value of the picklist in the Pricing Guidance Settings page.
You can click the Edit button to edit the fields and add relevant information. The Pricing Guidance window pops up when the conditions set in the Pricing Guidance Settings match the historical records in Deals and Quotes.