How last increase and pricing history should be used

Modified on Tue, 16 Jun at 8:32 PM

INTENDED SEARCHES: last increase, price increase, pricing history, rate increase


Last increase information helps track when pricing was last changed or reviewed.


Use it when reviewing customer pricing, service pricing, renewals, or account profitability.


Information may include:

- Customer or service.

- Previous price.

- New price.

- Increase date.

- Notes.


Why this matters:

Without pricing history, businesses forget when rates were updated and may leave unprofitable accounts unchanged for years. Price increases should be documented clearly.


Support note:

If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.


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