Odoo 13 Community Edition

Won and lost opportunity

This is the stage in the pipeline having more importance and significance. The ultimate aim of each and every business entity is to gain profits and generate high returns in minimum time and risk. In this business point of view, getting a customer or losing a customer means generating income and losing it.

In the CRM pipeline, there are different stages that finalize won or lost opportunities. Creating an opportunity or lead is very crucial in the pipeline. Only a successful opportunity will become a customer. So, winning an opportunity is the central aim of business.

In Odoo CRM, the won stage in a pipeline is indicated in the green tag.

Odoo 13 CRM Module

We can see the calendar view button named meeting at the right corner of this window. By using this menu, we can schedule a meeting.

Odoo 13 CRM Module

Let us discuss the LOST OPPORTUNITY.

The Odoo CRM has separate options to manage the lost opportunities and there we can describe the lost reasons for the opportunities under the lost reasons menu available in the configuration tab of the platform.

Odoo 13 CRM Module

In the Odoo CRM pipeline, we have the option to mark the lead as won or lost in every lead or opportunity that we created.

Odoo 13 CRM Module

When you select to mark lost button and you will be depicted with a pop-up window where you can provide the reason for the loss.

Odoo 13 CRM Module

If we are submitting the reason for the loss of opportunity our lead will be marked as lost under the opportunity menu. It is also possible in Odoo to restore the opportunity. This platform will give you a clear picture of the opportunity pipeline and automatically archive the lost opportunities and keep them as separate fields.

Odoo 13 CRM Module

Concerning a business, an inspection of how an opportunity is lost is necessary. Therefore, as we concern deeply over generating opportunity or lead, the same concern should be given on losing an opportunity or lead. By finding out the reasons, the business comes to realize the obstacle to overcome and to reconstruct the new business strategies in accordance with the new solutions.

The CRM module in the Odoo platform will allow you to manage your leads or opportunities in an automated way and allow you to see all customer related information in one location. The module can be easily integrated with all other modules in Odoo. A good customer relationship management software like Odoo will help you to enhance a good relationship with your customers.



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