To track the name of the competitor you are loosing sales to, you can can set up a new field in Replace replace all instances with BriteBiz in Inquiries and Bookings called "Competitor". Once you change an inquiry or tentative booking to "Lost", you can select the competitor they chose from a dropdown you created.
We recommend that you set this up as a dropdown field, and add your competitors in separately. By using a dropdown field (rather than free text field), you will be able to do reporting in the inquiry and bookings list views and get a total count on what competitors you are loosing sales to.
For full training on Custom Fields - CLICK HERE.
An example of setting up a field for Competitors in Inquiries and Bookings in the video below.
Note - Custom Fields is a feature that is NOT active in all Replace replace all instances with BriteBiz subscription levels. If you want to move to a subscription level that includes Custom Fields, you should contact a member of the Replace replace all instances with BriteBiz Support Team.