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Matching Competitors' Rate Plans with In-House Rate Plans

Administrators need to specify which rate plans should be compared against each other to produce like-for-like quotes.

This task is a step in Process of Setting Up Price Comparison.

To match competitors' rate plans with in-house rate plans

  1. Navigate to Product Comparison > Relationships.
  2. In the Competitor Product field, select a competitor's rate plan.
  3. In the Orderable Product field, select the in-house rate plan that is the equivalent of the competitor's rate plan.
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