View Regrets Loss of Business Report (Desktop) 🎥

View Regrets Loss of Business Report (Desktop) 🎥

🎥 Watch Video
Regrets Loss of Business allows you to view a list of reasons and dates when a sale was lost.
Path: Front Office > Supervisor > Loss Of Business

1. Click on Regret.



2. Enter a date range or select the dates from the calendar. Obviously, the end date cannot be later than the current audit date.
3. Choose to see All reasons or narrow down for on in particular.



4. Click Refresh to populate the result or Print.



4. View the Results. Every result will include the date and time it was entered.



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