Managing lost opportunities
These may be instances in which the Odoo platform has to deal with the lost opportunities
of the CRM module. The Odoo CRM has separate provision for this management. The
user can allocate various lost reasons for the opportunities under the lost reasons
menu available in the configuration tab. The lost reasons can be created as per
the user wish and can also be removed from the menu.
Inside the menu of each lead or opportunity available the user has provision to
mark the lead as won, lost or delete it.
On selecting the activity as a lost one the user will be depicted with a pop up
window where the reason for the loss can be selected.
As the reason for the loss of information is being allocated the lead is marked
as lost under the opportunity menu. There is also provision for the user to restore
the opportunity at any instance if it can be regained.
The lost opportunities in the platform can also be viewed by filtering it in the
dashboard. This will allow the user to view all the lost activities. The filtering
can be done based on the lost reasons to be more specific.
