How to Configure Lost Reasons in Odoo 18 CRM
- 1. How to Configure Lost Reasons in Odoo 18 CRM Enterprise
- 2. Enterprise Introduction In this slide, we’ll discuss on how to configure Lost Reasons in Odoo 18 CRM module. In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18's CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy.
- 3. Enterprise To manage the lost reasons, we can dive into the CRM module and this the kanban view of the CRM dashboard showing the pipeline.
- 4. Enterprise To configure the lost reasons, we can go to the Lost Reasons in the Configuration menu.
- 5. Enterprise By clicking on New button, we can create new lost reason.
- 6. Enterprise After providing the description, we can save the lost reason by clicking on Save button.
- 7. Enterprise By clicking on New button, we can create New opportunity by choosing the contact, expected revenue. Also we can set the priority for this by choosing the stars with high, medium and low priority.
- 8. Enterprise After clicking on Add button, we can see the opportunity in the New stage. We can click on it to view the form view of the opportunity.
- 9. Enterprise In the form view, we can click on the button Lost to mark this opportunity as Lost.
- 10. Enterprise In the wizard opened, we can choose the lost reason for this opportunity from already configured lost reasons or we can create a new lost reason. Then click on Mark as Lost button.
- 11. Enterprise Now a ribbon appeared on this opportunity to identify it as a lost opportunity.
- 12. Enterprise To view the lost opportunity and to group the lost opportunities based on lost reasons we can click on the dropdown icon.
- 13. Enterprise We can use the filter lost and group by Lost reason to see the lost opportunities.
- 14. Enterprise This will show the lost opportunities grouped by lost reason in kanban view.
- 15. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com