How do I set up Pricing Recommendation factors in Vtiger CRM?
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 Settings window opens as shown below.