79 lines
2.1 KiB
ReStructuredText
79 lines
2.1 KiB
ReStructuredText
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Manage lost opportunities
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=========================
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While working with your opportunities, you might lose some of them. You
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will want to keep track of the reasons you lost them and also which ways
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Odoo can help you recover them in the future.
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Mark a lead as lost
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===================
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While in your pipeline, select any opportunity you want and you will see
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a *Mark Lost* button.
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You can then select an existing *Lost Reason* or create a new one
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right there.
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.. image:: media/lost_opportunities01.png
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:align: center
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Manage & create lost reasons
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----------------------------
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You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`.
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You can select & rename any of them as well as create a new one from
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there.
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Retrieve lost opportunities
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===========================
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To retrieve lost opportunities and do actions on them (send an email,
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make a feedback call, etc.), select the *Lost* filter in the search
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bar.
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.. image:: media/lost_opportunities02.png
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:align: center
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You will then see all your lost opportunities.
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If you want to refine them further, you can add a filter on the *Lost
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Reason*.
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For Example, *Too Expensive*.
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.. image:: media/lost_opportunities03.png
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:align: center
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Restore lost opportunities
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==========================
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From the Kanban view with the filter(s) in place, you can select any
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opportunity you wish and work on it as usual. You can also restore it by
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clicking on *Archived*.
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.. image:: media/lost_opportunities04.png
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:align: center
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You can also restore items in batch from the Kanban view when they
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belong to the same stage. Select *Restore Records* in the column
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options. You can also archive the same way.
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.. image:: media/lost_opportunities05.png
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:align: center
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To select specific opportunities, you should switch to the list view.
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.. image:: media/lost_opportunities06.png
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:align: center
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Then you can select as many or all opportunities and select the actions
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you want to take.
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.. image:: media/lost_opportunities07.png
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:align: center
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.. seealso::
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* :doc:`../performance/win_loss`
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