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Question

Lost Quotation

  • August 4, 2022
  • 2 replies
  • 43 views

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

2 replies

Nethmini Kosvinna
Superhero (Partner)
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  • Superhero (Partner)
  • 235 replies
  • August 4, 2022

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


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • August 5, 2022

Moved to the Supply Chain section.