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Use this form to define reasons that a quotation or sale was won or lost.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Create or view the reasons for gaining or losing a sale.

View or edit a reason for gaining or losing a sale.

Fields

Field

Description

Enter or view a reason for gaining or losing a sale.

Enter or view a brief description of the reason for gaining or losing a sale.