Lost a quotation 0:52
Close it properly, and keep the reason.
Transcript
Hi, I'm Zuzu. Not every quotation is won. Here's how to close a lost one, and keep the reason.
Open Quotations to follow up, and pick the one you lost.
Click Set as Lost. Choose the reason, add the competitor if you know it, and a short note. Then click Declare Lost.
The quotation is now marked Lost, and it leaves your follow-up list.
Each month, the Lost Quotations report adds up why work was lost. It helps you price the next one better.
That's it! Need a hand? Visit zenoziva.com
