How To: Add a Reason to an Unsuccessful Quotation

Table Of Contents

When a quotation is marked as unsuccessful, you can record the reason why it did not convert into a Sales Order.

Tracking unsuccessful quotation reasons can help you analyse lost opportunities, identify trends, and improve future sales performance.

Before adding a reason, the quotation must already have been marked as unsuccessful. For guidance, see How To: Mark a Quotation as Unsuccessful.

Note: Quotation Reasons must be configured before they can be used. See How To: Create Quotation Reasons.

Add a Reason to an Unsuccessful Quote

Open a CRM Manager screen (show me how).
Open the Quotes (Opportunities) ] screen.
In the filter panel at the top of the screen:
- Set the Status filter to Unsuccessful.
- Set the traffic light filter to Green.
Locate the quotation you want to update and select it in the grid.
Press Alt+E or click Edit to enter edit mode.
Scroll to the far right of the grid and locate the Reason column.
Press F4 and select the appropriate quotation reason from the list.
Press Ctrl+S or click Save to save your changes.

Quotation reasons provide valuable insight into why opportunities are being lost.
Consistently recording reasons can help improve reporting and sales analysis.
Multiple users can report against the same reason categories, making trends easier to identify over time.
If the required reason is not available, it will need to be added to the Quotation Reasons list before it can be selected.