Lost Reasons
While working with leads/opportunities, you might lose some of them due to certain reasons. In Odoo CRM, it is possible to keep track of such leads/opportunities along with the reasons. Later, you can regain these lost opportunities with the assistance of Odoo. Under the Configuration menu of the CRM module, you will be able to get the Lost Reasons option which will give access to the platform to configure the reasons for losing leads/opportunities.
You can find some already configured Lost Reasons on this platform. Now, using the Create button, we can create a new lost reason. This can be done within a few clicks. As soon as you click on the Create button, a new line will appear under the existing line where you can simply mention the lost reason.
After mentioning the reason, the new Lost Reason will be saved in your database. Now, let’s take a look at how to use these reasons for a lost lead/opportunity. While managing a lead/opportunity in the Odoo CRM module, you will be able to get the option to mark the opportunity as Won or Lost.
If you lose an opportunity, you can use the Lost button. As soon as you click on this button a pop-up will appear to mention the lost reason.
In the drop-down menu, you will get the list of lost reasons that we configured earlier. You can select a suitable reason from the given list and click on the Submit button.
After submitting the lost reason, your opportunity will be marked as Lost as shown in the screenshot below.
If you want to regain the lost opportunity, you are allowed to use the Restore button. If there is any possibility to restart the business from a lost opportunity, you can use this button and create a new opportunity.