video1.0<iframe src="https://www.loom.com/embed/afc20f25dcee40adafd94b771d0952d0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/afc20f25dcee40adafd94b771d0952d0-d47a2a0ea41cf494.gif115.222Hey team, in this video, I’m going to walk you through how to mark a quote as lost, which is essential for our reporting and analysis. We’ll look at marking a quote as lost by using the options available in our system, including the ability to specify a reason for the loss, which helps us understand our performance better. I’ll also touch on how clients can reject quotes, which is another important aspect to track. Please make sure to familiarize yourself with these processes as they will enhance our data accuracy and insights. Let’s ensure we’re all on the same page with this!