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This guide has been reviewed against our global client base and classed as relevant to |
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all regions |
Predefined reasons for an offer being withdrawn can be set up, resulting in withdrawal reasons being standardised across your business
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These reasons can also be used as criteria when running Power Reports on offers
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To set up predefined reasons on your system, click here to contact Reapit Support
1. Withdraw the offer |
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As usual, to withdraw the offer - from the Offers screen:
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2. Select the reason
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2a. |
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Withdrawal details Once logged, withdrawal details can be viewed in the Offers screen |
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3. Reporting From the main menu:
You can also add a Withdrawal Reason column to your report results grid |
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title | 3a. Add Withdrawal Reason column on results grid |
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Adding the Withdrawal Reason column on the results grid means that it will always be displayed for all Offer reports run, allowing you to sort/filter/group the results by reason
From the |
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results grid:
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Predefined reasons for an offer being withdrawn can be set up, resulting in withdrawal reasons being standardised across your business |