Equipment Lost Sale

Use the Equipment Lost Sale screen to record competitors information and reasons for losing the sale.

To access the screen, navigate to Management Central > Equipment > Lost Sales, then click on a lost sale.

Information fields on the Equipment Lost Sale screen are:

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.

Fields on the Equipment Lost Sale screen are:

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.

Click Save to save changes made to the Equipment Lost Sale screen.

Click Close to complete your work on the Equipment Lost Sale screen without saving and return to the Schedule a Follow up Call screen.