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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.
