Second CRM allowed you to manage multiple discount based on roles, discount level, discount type and criteria.To manage multiple discount:
- Click on the icon on the top right of the page.
- Click Other Settings > Manage Discounts on the left sidebar and your screen should appear as below:
- Click on + Add Record to add new discount as shown below:
- Then, a popup will appear and may choose existing discount from dropdown list or create new one by key in the discount title.
- Then, choose the discount level, type and criteria and you may choose which roles this discount belong to. Only the selected role can use this discount when creating business document such as quotes or invoices.
- Once done, click save.