Hello, we are using NAV 2009 R2
What do users suggest is the best way to deal with & Report on Lost Sales Quotes?
We are still new to Nav, but we already found that we are staring to have a lot of Quotes in the system that we know that we have lost, but there does not seem an option for these apart from deleting them, but will this not lose relevant information from the system & the ability to report on lost Quotes & why?
What do other companies do?
We usually always raise an opportunity & then create a Quote from here & hopefully convert this to an Order.
I am being asked to report on lost Quotes, but i am unsure how to do this,
Thanks in advance,
Ian