Pathway: Sales > Rate Update Batch
Use this too to apply an updated rate to a service batch .
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Select batch and double click.
Select which accounts you would like to apply the rate change for.
Select the Change Type and
thenenter the amount or percentage of the adjusted rate and select Apply.Export to Excel spreadsheet to make proper adjustments. - is this required or optional - call that out otherwise you may be telling the reader to do something they don’t need to do.
Import spreadsheet back in to apply changes. Same as comment above
Select Post with applied changes.
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