What is Lost Opportunities In Odoo 18 CRM

What is Lost Opportunities In Odoo 18 CRM

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  Lost Opportunities In Odoo18 CRM Enterprise
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  Enterprise This slide explainsLost Opportunities In Odoo 18 CRM Introduction
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  Enterprise Lost opportunities Not everyopportunity results in a successful sale. To keep the pipeline up-to-date, lost opportunities need to be identified. Specifying why an opportunity was lost helps identify recurring issues, reveal coaching opportunities, and can assist with improving overall sales strategy.
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  Enterprise Mark an opportunityas lost To mark an opportunity as lost, first open the CRM app, and then select an opportunity from the pipeline by clicking on its corresponding Kanban card. Doing so reveals that opportunity’s detail form. Then, click Lost, located at the top of the opportunity’s detail form.
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  Enterprise
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  Enterprise This opens theMark Lost pop-up window. From the Lost Reason drop-down menu, choose an existing lost reason. If no applicable reason is available, then create a new one by entering it into the Lost Reason field, and then click Create. Additional notes and comments can be added below the lost reason in the designated Closing Note field. When all the desired information has been entered in the Mark Lost pop-up window, click Mark as Lost.
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  Enterprise
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  Enterprise After clicking Markas Lost, a red Lost banner is added to the upper-right corner of the opportunity.
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  Enterprise Create/edit lost reasons Tocreate a new lost reason, or edit an existing one, navigate to CRM app ‣ Configuration ‣ Lost Reasons. To edit an existing lost reason, click the reason to be edited to highlight it. From here, change the selected lost reason by editing the Description field. To create a new lost reason, click New in the upper-left corner of the Lost Reasons page. Then, type the new lost reason in the Description field.
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  Enterprise
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  Enterprise View lost opportunities Toretrieve lost opportunities, go CRM app ‣ Sales ‣ My Pipeline, then click on the search bar at the top of the page, and then remove all of the default filters. Open the Filters drop-down menu by clicking the dropdown icon to the right of the search bar to open the drop-down menu containing Filters, Group By, and Favorites options, designated into respective columns. Select the Lost option from the Filters section. Upon selecting Lost, only the opportunities marked as Lost appear on the Pipeline page.
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  Enterprise
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  Enterprise Sort opportunities bylost reason To filter opportunities by a specific lost reason, click the (dropdown) icon to the right of the search bar again to open the drop-down menu. In addition to the Lost filter, under the Filters column, click Add Custom Filter, which opens an Add Custom Filter pop-up window. On the Add Custom Filter pop-up window, click in the first field and type Lost Reason in the search bar, or scroll to search through the list to locate it. Then, click into the next field, and select = from the drop-down menu. Click into the third field, and then select a lost reason from the drop-down menu. Finally, click Add.
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  Enterprise
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  Enterprise Restore lost opportunities Torestore a lost opportunity, open the CRM app to reveal the Pipeline dashboard. Or, navigate to CRM app ‣ Sales ‣ My Pipeline. From here, click the (dropdown) icon to the right of the search bar to open the drop-down menu that contains Filters, Group By, and Favorites columns. Under the Filters column, select Lost. Doing so reveals all the lost opportunities on the Pipeline page.
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  Enterprise From the lostopportunity’s detail form, click Restore in the upper-left corner. Doing so removes the red Lost banner from the opportunity form, signifying the opportunity has been restored.
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  Enterprise
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  Enterprise Restore Multiple Leads Inthe CRM app Leads, apply the Lost filter. → Select the leads you want to restore, click Actions Unarchive. → They’ll disappear from the list—remove the Lost filter to see the restored leads.
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