Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).
This program holds a list of reasons why a sales consultant failed to obtain an order when using the Up Board / Salesperson allocation system.
This program, primarily for the US market, allows a list of failed to convert an enquiry / customer contact into a sales order, to be maintained.
Menu Location: System Admin > Upboard> Set Up No Sales Reasons
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Click the NEW button or New on the side panel to generate a new record.
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Click the icon to amend an existing record.
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Once in amend / insert more, click the to save changes or to abort the action.
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Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)
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Item |
Description |
|
Reason |
Specify a reason why a sale order was not achieved. |
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Active |
Tick to enable operators to use this no-sale reason when closing an engagement with a prospect. Untick to stop this reason code from being used within the upboard. |
Files from the Confluence page
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