How To: Create Quotation Reasons
Table Of Contents
Introduction
Quotation Reasons help you record why a quote was unsuccessful in the Quotes (Opportunities) screen.
Once a reason has been assigned to an unsuccessful quote, you can use it to filter and analyse quotes within the grid. This can help you identify trends and understand why opportunities are being lost.
Adding a Quotation Reason
- Open a System Data screen (show me how).
- Open the CRM Manager | Quotation Reasons screen.
- Press Alt+E or click Edit to enter edit mode.
- Press F3 or click Add to create a new quotation reason.
- Enter the reason in the Quotation Reason column. Examples include:
- Competitor price match
- Too expensive
- Unhelpful salesperson
- Repeat steps 3 to 5 to add additional quotation reasons as required.
- Press Ctrl+S or click Save to save your changes.
Additional Information
Quotation Reasons are available when marking a quote as unsuccessful in the Quotes (Opportunities) screen. Recording accurate reasons allows you to filter unsuccessful quotes and gain valuable insight into lost sales opportunities.