Equipment Lost Sale
The Equipment Lost Sale screen allows you to record competitors information and reasons for losing the sale.
The following is a description of the Information fields that appear on the Equipment Lost Sale screen:
| Information | |
|---|---|
| Field | Description |
| Name | The customer's name |
| Business Phone Number | The customer's business phone number. |
| Salesperson | The salesperson assigned to the customer's profile. |
The following is a description of the fields that appear on the Equipment Lost Sales screen:
| Field | Description |
|---|---|
| Make | The unit's make code. |
| Model | The unit's model code. |
| Stock Number | The unit's stock number. |
| Competitor | The name of the rival company that received the sale. |
| Competitor Make | The competitor's unit make code. |
| Competitor Model | The competitor's unit model code. |
| Competitor Price | The price of the unit offered by the competitor. |
| Lost Sale Reason | The reason for the loss of sale. |
The following buttons allow you to complete your work on the Equipment Lost Sale screen:
| Button | Function |
|---|---|
| Save | Saves changes made to the Equipment Lost Sale screen. |
| Close | Closes the Equipment Lost Sale screen without saving and returns to the Schedule a Follow up Call screen. |