Question

Lost Quotation

  • 4 August 2022
  • 2 replies
  • 37 views

Userlevel 2
Badge +4

How do I add a competitor to the pick list “Lost to Competitor” under Sales Quotation? 


2 replies

Userlevel 6
Badge +18

Hi @LScruggs70 ,

When you close a quotation you can enter a value in Lost To field

Values defined under Sales Basic Data-Competitors will be available to select in the list of values.

Thanks,

Nethmini

Userlevel 7
Badge +30

Moved to the Supply Chain section.

 

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