In this training, we will look at how to create and manage price lists within BriskFlow. We will cover how percentage-based pricing works, how to include or exclude items from a price list, how to manage item pricing, and how to assign a price list to a lead so that the correct pricing is automatically applied.
Please note that the Price Lists feature is role-based and may not be available to all users. Access to this feature is controlled by your user permissions. If you do not have access to the Price Lists module and would like to make use of this functionality, please contact the BriskFlow Support Team, who will be able to assist with enabling the required permissions.