Question

Won/Loss Sales Quotation/Business Opportunity/Estimate

  • 22 February 2022
  • 1 reply
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T
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Our workflow is to create a Business Opportunity for a customer request.  From there we create an Estimate for Engineering to estimate the product.  Then we create a Sales Quotation.

When we go to track the won/lost on these, we have to mark the quote line won/lost, then go to the business opportunity and mark the line won/lost, then mark the business opportunity header won/lost, then mark the sales quotation header won/lost.

At each step, we have to choose the competitor and the reason.  Is there anyway to tie these all together so we don’t have to do this 4 times to close out one quote?

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1 reply

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Hi,

 

You don’t have the close each line individually, you can also just close the header of both the sales quotation and the business opportunity. Or even quicker, click on “Create Order” in the sales quotation and there you can enter a won-reason as well. Of course this will apply for all the sales quotation lines. 

Furthermore you could set the default value to true for “close business opportunity when create customer order”, in CRM/SRM Default Values. 

 

Hope this helps. 

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