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.