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How to Edit Agent Tiered Prices

Learn how to edit existing agent tiered prices from your backoffice role. 

From the nav menu, go to Pricebooks under Offerings. 

offerings pricebooks

2. Select the Pricebooks that contains the agent tier you intend to edit. 

3. From the middle menu, select Agent Tiers: 

agent tiers mid

4. Select the Edit icon next to the tier you're editing. 

edit button

5. From the Pricebook details list page, select the Add icon to Create a New Rate. 

create new rate

6. Select the Effective Date field using the calendar icon. 

calendar

7. Select the date to which you are changing the current selection. It can be retroactive or post-dated for it to go into effect in the future. 

8. Type the daily, labor, travel, overtime, and mileage rates to which you are changing the current selection. 

9. Select the Save button to submit the changes. 

save