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Lost Quotation

  • Aug 4, 2022 3:50 PM UTC
  • 2 replies
  • 59 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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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)
  • Aug 5, 2022 7:55 AM UTC

Moved to the Supply Chain section.