Product Suggestions
When setting up a company through Procpects there is no where to put a Customers discount and therefiore you need to go out of this software to add the discount to Unleashed and then continue setting up the company on prospect.
Please can we have a discount field on the company detail page that is linked to the Quote and Sales Order pages and sync's back to unleashed.
I'm going to mark this as "already exists" but feel free to come back if this isnt what you need.
There are two ways to do discounts in the CRM. One is to use the unleashed system (whereby the unleashed pricing system is the "master" data and the CRM just applies whatever pricing or discounts are setup in Unleashed)... or you can use CRM pricing whereby you create and manage all the pricing in the CRM.
The first one ensures the pricing is the same in both systems.
But the second one allows the sales team to manage all the pricing themselves within the CRM, and also allows pricing to be setup for prospects (where they dont yet have an unleashed account).
There are pro's and con's with each, but It sounds like the latter option might be worth investigating... https://docs.prospect365.com/en/articles/2847084-configuring-crm-built-in-special-pricing