Matching Competitors’ Rate Plans with In-House Rate Plans

Administrators specify the rate plans to compare with 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 the Product Comparison screen, then the Relationships view.

  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.