Note: This information will appear on the Job Tracking Report.
Record Win Loss
To record Won/Losses, select the Job Mfgs tab from the Job. Change the Won/Loss drop down box to Won. The Quoted Customer field will now display the customers that were quoted along with the quote number. Select the customer that won the project and enter the total value in the Est. Mfg. Value.
Note: This information will appear on the Job Tracking Report.
See also