Record lost business information for volume contracts
When you do not win the business, you need to change the status of the volume contract to Declined, Lost, or Cancelled. You can then record information about the lost business, including the lost reason and the competitor that won the business.
Your property might require you to enter the reason and competitor information before you can save your changes and close the volume contract.
To record lost business for a volume contract
Select your Salesforce experience for further details.
Classic - Delphi users only
- In the Volume Contracts section on an account or contact, click Edit next to the contract.
- Change the Contract Status to Declined, Lost, or Cancelled.
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In the Lost Business Information section, do the following:
- Select the Lost Reason and enter the date of the status change.
- Select the Lost to Competitor, if applicable.
- Enter additional information about the lost business, including the Lost To City and any Lost Comments.
- Click Save.
Lightning - Delphi and Delphi Core users
- In the Volume Contracts section on an account or contact, click the name of the contract.
- Click Change Status.
- Change the Contract Status to Declined, Lost, or Cancelled.
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In the Lost Business Information fields, do the following:
- Select the Lost Reason and enter the date of the status change.
- Select the Lost to Competitor, if applicable.
- Enter additional information about the lost business, including the Lost To City and any Lost Comments.
- Click Change Status.
Learn more...
Change the volume contract owner
Select the property and account for volume contracts