How To: Create Quotation Reasons
Quotation reasons are used when quotes are marked as unsuccessful in the
[ Quotes (Opportunities) ] screen. Once assigned to an unsuccessful quote they can be filtered in the grid.
- Open a System Data screen .
- Open the
[ CRM Manager | Quotation Reasons ]screen.
- Press to enter edit mode. + or click
- Press to add a new item. or click
- Enter Reason into "Quotation Reason" Column, for example competitor price match, too expensive or unhelpful salesperson.
- Repeat steps three and four as appropriate.
- Press to save. + or click