How to create lost reasons in odoo 13 crm ?

Описание: How to create lost reasons in odoo 13 CRM?

Client Relationship Management, which is the most significant piece of a business, is streamlined with the Odoo CRM framework. Odoo CRM is a blend of 8 Apps and Plugins. For productive administration of client connection, you should introduce all the accompanying Apps/Plugins.

Opportunities may lose while we work, this has to be digged out for proper business, the reasons for losing that opportunity and also the alternate strategies with which we can solve this loss the next time. Odoo 13 CRM helps for that purpose also.

Mark a lead as lost

While in your pipeline, select any opportunity you want and you will see a Mark Lost button.

You can then select an existing Lost Reason or create a new one right there.

Manage & create lost reasons

You will find your Lost Reasons under Configuration ‣ Lost Reasons.

You can select & rename any of them as well as create a new one from there.

Retrieve lost opportunities

To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the Lost filter in the search bar.

You will then see all your lost opportunities.

If you want to refine them further, you can add a filter on the Lost Reason.

Restore lost opportunities

From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on Archived.

You can also restore items in batch from the Kanban view when they belong to the same stage. Select Restore Records in the column options. You can also archive the same way.

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