Odoo 14 Community Edition

Managing Lost Opportunities

There may be some situations where you lose opportunities in business and you should keep an eye on the reasons for losing. The Odoo CRM has a separate feature for managing these situations. You have the provision to define various lost reasons for the opportunities under the lost reasons menu available in the configuration tab of the platform.

CRM -> Configurations -> Lost reasons.

The image of the window is depicted below

Odoo 14 CRM Module

Here in this window, you can view all the created lost reasons and you are allowed to create new reasons by selecting the create icon. Moreover, you can discard the reasons from the menu if needed.

Odoo 14 CRM Module

In the Odoo CRM pipeline, you have the provision to mark the lead as won or lost in every lead or opportunity that you created. If you open each lead or opportunity available in your pipeline, you can view the Mark won and Mark lost options as shown below.

Odoo 14 CRM Module

Via selecting the Mark lost button you will be depicted with a pop-up window where you can provide the reason for the loss.

Odoo 14 CRM Module

Now you can click on the submit button to mark the lead as lost and the respective lead will be marked as lost under the opportunity menu. You also have the provision to restore the opportunity when it is regained.

Odoo 14 CRM Module

All the lost opportunities in the platform can be viewed separately by filtering in the dashboard and it will help you to easily analyze the lost opportunities.

Odoo 14 CRM Module

As we clear on how to manage lost opportunities in Odoo and now we can go to the lead acquirement feature in the module.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

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Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

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Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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