We’ve improved how you track lost quotations in SitePad CRM by adding more detailed ‘Lost’ statuses. Now, you can capture the exact reason why a quote didn’t convert, giving you better insights and helping refine your sales strategy.

New ‘Lost’ Statuses:

• Lost (Rates) – The quotation was lost due to pricing.
• Lost (Transport) – The quotation was lost due to transport/logistics issues.
• Lost (Availability) – The quotation was lost due to stock or resource availability.

Benefits:

✅ Better Sales Insights – Identify trends in lost quotes to improve pricing, logistics, and stock management.
✅ Refined Strategy – Adjust your approach based on real data, increasing your chances of winning future business.
✅ Improved Reporting – More detailed tracking makes it easier to analyse lost opportunities and take action.

Start using the new statuses today and gain deeper visibility into your quotations! 🚀