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Updating Customer price level by total sales

edited Jun 2, 2025 2:29PM in Ask A Guru 4 comments

Hello Everyone,

I am looking to implement something that will adjust a customer's price level; based on their total sales from the previous year.

Depending on their total sales value, it would determine what price level to use.

I am able to generate a Sales by Customer report, and I can update via CSV; but the process needs to be automated. Is there a way for me to create a workflow or a deployment that can do this?

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