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What is the Formulas section about?

Formulas XXXX. In the Formulas section, users can:

• Create new XXXXX

• Check the XXXXXXXXXXXX

Where is the Formulas section located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Prices

3. And then on Formulas

How to create a new Formula

1. Click onthe + Create New button

2. The user will be redirected to the New Price Formula page, where each section needs to be filled in as explained below, in the next topics

3. Once all details have been included, click on the Save button

4. All Price Formulas, already created, will be listed on the Price Formula main page as per the below example:

How to edit an existing Formula

How to copy an existing Formula

How to delete an existing Formula