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Military Discount

  1. Pull up the account and click the plus sign

  2. Create a case under Sold To

  3. Case Type: Pricing

  4. Case Sub Type: Discount

  5. Who called in by:

  6. Add description

  7. Save

  8. Go to Cview Pricing Tile to check if customer has an existing discount (proceed if none)

  9. Go back to CRM Pricing Tab

  10. Fill in field for Discount Type: Military

  11. Fill in field for year of Service: Year when they joined the service

  12. Follow call script

  13. Click Applications Tab in CRM

  14. Select Business Services

  15. Logon the Service Now using your AmeriGas Production ID

  16. Fill in the applicable fields

  17. Submit

  18. Copy RITM No

  19. Under Summary Tab in CRM go to Flags > paste RITM No to the Service Now Ticket

  20. Add Notes & Activities

  21. Add to Business Services Queue

  22. Save & Close