To register winning competitors, you must have registered competitors on the quotations in question. For more information about registering competitors, see Register competitors on a quotation.
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Click > to open the form.
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Click > to open the form.
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Select the checkbox for the winning competitor. When you close the form, a dialog box prompts you to update your quotation: . If you click Yes, you can enter the reason that the quotation did not result in a sale in the form.
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You can register more than one winner of a quotation, but the reason the quotation did not result in a sale can only be associated with the first competitor who is defined as the winner. |