Scheme
A scheme is a discount offer for a particular customer and product for a specific time period.
Last updated
A scheme is a discount offer for a particular customer and product for a specific time period.
Last updated
In CRM, Select Field Sales and click on Setting
In the setting, select the Scheme and click on +Scheme to add a new scheme for site visit
Add all the details and save
A new Scheme will be added at the top
You can choose to view the scheme that you have added
In the Scheme, click on the Actions (3 vertical dots) and select the View button
You can view all the details of the added scheme
In the Scheme, click on the Actions (3 vertical dots) and select the Edit button
Edit the scheme details and Save
In the Scheme, click on the Actions (3 vertical dots) and select the Delete button
Give your confirmation in the popup and the scheme will be deleted
