Salesforce Reference Guide Version 7.0

How to Create a Quote- New Sale

Pricing

Rolling a fee will ask how much of the fee is being rolled into the RMR Waive fee will trigger an approval from your Manager The Monthly Service Per Product will auto-populate based on our companies pricing scale. If this needs to be adjusted, type these changes into the Adjusted Sales Price

Anything under 50% of the original price will trigger an approval from your Manager When this section is complete, click Finish to save your changes

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