Manage lost opportunities¶
Not every opportunity results in a successful sale. To keep the pipeline up-to-date, lost opportunities need to be identified. Specifying why an opportunity was lost provides additional insight that can prove useful for future opportunities.
Mark an opportunity as lost¶
To mark an opportunity as lost, first open the , and select an opportunity from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity’s detail form.
Then, click Lost, located at the top of the opportunity’s detail form.
This opens the Mark Lost pop-up window. From the Lost Reason drop-down menu, choose an existing lost reason. If no applicable reason is available, create a new one by entering it into the Lost Reason field, and clicking Create.
Additional notes and comments can be added below the lost reason in the designated Closing Note field.
Tip
Neither the Lost Reason field, nor the Closing Note field, on the Mark Lost pop-up window are required. However, it is recommended to include this information for the sake of traceability, accountability, and reporting purposes.
When all the desired information has been entered in the Mark Lost pop-up window, click Mark as Lost.
After clicking Mark as Lost, a red Lost banner is added to the upper-right corner of the opportunity.
Create/edit lost reasons¶
To create a new lost reason, or edit an existing one, navigate to .
To edit an existing lost reason:
Click on the reason to be edited to highlight it.
Change the selected lost reason by editing the Description field.
When finished, click Save in the upper-left corner.
To create a new lost reason:
Click New in the upper-left corner of the Lost Reasons page.
In the new blank line, click in the Description field, then type the new lost reason.
When finished, click Save.
View lost opportunities¶
To retrieve lost opportunities in Odoo CRM, open the . On the main Pipeline dashboard, click into the Search… bar at the top of the page, and remove all of the default filters.
Open the Filters drop-down menu, by clicking the 🔻(triangle pointed down) icon to the right of the Search… bar to open the drop-down menu containing Filters, Group By, and Favorites options, designated into respective columns.
Select the Lost option from the Filters section. Upon selecting
Lost, only the opportunities marked as Lost appear on the Pipeline page.
Sort opportunities by lost reason¶
To filter opportunities by a specific lost reason, click the 🔻(triangle pointed down) icon to the right of the Search… bar again to open the drop-down menu. In addition to the Lost filter, under the Filters column, click Add Custom Filter, which opens an Add Custom Filter pop-up window.
On the Add Custom Filter pop-up window, click in the first field, and type Lost Reason
in the Search… bar, or scroll to search through the list to locate it. Then, click
into the next field, and select = from the drop-down menu. Click into the third field,
and select a lost reason from the drop-down menu. Finally, click Add.
Tip
To view results for more than one lost reason, select the operator is in in the second field of the custom filter in the Add Custom Filter pop-up window. Choosing this operator makes it possible to choose multiple lost reasons in the third field.
Restore lost opportunities¶
To restore a lost opportunity, open the to reveal the Pipeline dashboard. Or, navigate to . From here, click the 🔻(triangle pointed down) icon to the right of the Search… bar to open the drop-down menu that contains Filters, Group By, and Favorites columns.
Under the Filters column, select Lost. Doing so reveals all the lost opportunities on the Pipeline page.
Tip
To see all opportunities in the database, remove the default My Pipeline filter from the Search… bar.
Then, click on the Kanban card of the desired lost opportunity to restore, which opens that opportunity’s detail form.
From the lost opportunity’s detail form, click Restore in the upper-left corner. Doing so removes the red Lost banner from the opportunity form, signifying the opportunity has been restored.
Restore multiple opportunities at once¶
To restore multiple opportunities at once, navigate to the main Pipeline dashboard in the CRM app, open the Filters drop-down menu, and select the Lost option.
Next, select the list view option, represented by the ≣ (list) icon in the upper-right corner. Doing so places all the opportunities from the Pipeline page in a list view. With the list view chosen, select the checkbox to the left of each opportunity to be restored.
Once the desired opportunities have been selected, click the ⚙️ Actions drop-down menu at the top of the Pipeline page. From the ⚙️ Actions drop-down menu, select Unarchive.
Doing so removes those selected opportunities from the Pipeline page because they no longer fit the Lost filter criteria. Delete the Lost filter from the search bar to reveal these newly-restored opportunities.
Manage lost leads¶
If Leads are enabled on a database, they can be marked as lost in the same manner as opportunities. Leads use the same lost reasons as opportunities.
Note
To enable leads, navigate to and check the Leads checkbox. Then, click Save. This adds a new Leads menu to the header menu bar at the top of the page.
Mark a lead as lost¶
To mark a lead as lost, navigate to , and select a lead from the list. Doing so reveals that lead’s detail form.
Then, click Lost, located at the top of the lead’s detail form.
This opens the Mark Lost pop-up window. From the Lost Reason drop-down menu, choose an existing lost reason. If no applicable reason is available, create a new one by entering it into the Lost Reason field, and clicking Create.
Additional notes and comments can be added below the lost reason designated in the Closing Note field.
When all the desired information has been entered in the Mark Lost pop-up window, click Mark as Lost.
Restore lost leads¶
To restore a lost lead, navigate to , then click the 🔻 (triangle pointed down) icon to the right of the Search… bar to open the drop-down menu that contains the Filters, Group By, and Favorites columns.
Under the Filters column, select Lost. Doing so reveals all the lost leads on the Leads page.
Then, click on the desired lost lead to restore, which opens that lead’s detail form.
From the lost lead’s detail form, click Restore in the upper-left corner. Doing so removes the red Lost banner from the lead form, signifying the lead has been restored.
Restore multiple leads at once¶
To restore multiple leads at once, navigate to , open the Filters drop-down menu, and select the Lost option. Select the checkbox to the left of each lead to be restored.
Once the desired leads have been selected, click the ⚙️ Actions drop-down menu at the top of the Leads page. From the ⚙️ Actions drop-down menu, select Unarchive.
Doing so removes those selected leads from the Leads page because they no longer fit the Lost filter criteria. Delete the Lost filter from the Search… bar to reveal these newly-restored leads.
See also