Answered

How to give discounts in the price listed in opportunities?

Hi all,

I am working on implementing insightly and have recently finished importing all our products and creating a pricebook. Currently, I have no need for the use of quotes. When adding all the products a client wants into an opportunity, I would like to be able to give a discount right then and there. What are ways to incorporate discounts into opportunities?

 

Another question I have is why quotes do not pull product lists directly from an opportunity? Basically, I need the easiest solution to giving discounts into opportunities, so that the opportunity value is in sync with what we will actually be payed. 

0

Comments

1 comment
  • Hey,

    Thanks for your detailed question. I see my colleague responded to this in a ticket submitted which is 222707. If you have further questions on this topic feel free to respond to his answer. 

    0
    Comment actions Permalink

Post is closed for comments.