Enquiry Won/Lost Reasons

Accessing Enquiry Won/Lost Reasons

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Charter Brokerage/Quotes Section click the “Enquiry Won/Lost Reasons" button.

Overview

The Enquiry Won/Lost Reasons interface allows users to create, edit, and delete reasons for changing an enquiry's status.

• When an enquiry status changes to "Won" or "Lost", a reason can be specified.

• Additional available statuses: Cancelled, Won-Cancelled

This feature helps track and analyze the reasons behind enquiry outcomes.

Main Functionalities

1. Search Functionality

• Allows filtering entries by status and reason.

2. Data Table Columns

• Status: Indicates the outcome (Won, Lost, Cancelled, etc.).

• Reason: The justification for the status change.

3. Editor Panel

• Allows users to add, edit, and delete entries.

Adding a New Won/Lost Reason

1. Click the +NEW button in the Editor panel.

2. Fill in the required fields:

   • Reason: Enter manually (mandatory).

   • Status: "Won" is selected by default, but you can choose from Won, Lost, Cancelled, or Won-Cancelled (mandatory).

3. Click Save to confirm the entry.

Editing or Deleting a Won/Lost Reason

1. Select the required entry from the list.

2. The information will be displayed in the Editor panel.

3. To edit:

   • Modify the reason or status and click Save.

4. To delete:

   • Click the Delete button (visible after selecting an entry).

Using Won/Lost Reasons in the AWERY System

1. Enquiry > Pricing Tab

• When confirming an option, a Changing Enquiry Status pop-up will appear.

• The user must specify a reason when marking an enquiry as Won or Lost.

2. Changing Enquiry Status

• When modifying an enquiry status in the main data section, the system prompts the user to select a reason.

• If using the "Set Status" button in the enquiry list, the user can also specify a reason.