Adding partner groups

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Step One

Partner groups can be used to categorize a customer. It is possible to set different pricing, discounts and product series available for each partner group.

To add a partner group follow these steps.

Click on edit in the “Pricing Group” tab.

Step Two

Click on the “+” button to add a new group.

If adding a group to categorize leads, select “Lead (CRM)”.

Step Three

Save to finish.