diff --git a/content/applications/sales/crm/pipeline/lost_opportunities.rst b/content/applications/sales/crm/pipeline/lost_opportunities.rst index 69392541f..8a9eebd76 100644 --- a/content/applications/sales/crm/pipeline/lost_opportunities.rst +++ b/content/applications/sales/crm/pipeline/lost_opportunities.rst @@ -2,77 +2,120 @@ Manage lost opportunities ========================= -While working with your opportunities, you might lose some of them. You -will want to keep track of the reasons you lost them and also which ways -Odoo can help you recover them in the future. +Not all opportunities result in successful sales. In order to keep the pipeline up to date, lost +opportunities need to be identified. Specifying the reason why an opportunity was lost provides +additional insight that can prove useful for future opportunities. Mark a lead as lost =================== -While in your pipeline, select any opportunity you want and you will see -a *Mark Lost* button. +To mark a lead as lost, open the :menuselection:`CRM` application, and select a lead from the +pipeline, by clicking on its corresponding kanban card. Doing so reveals that lead's detail form. -You can then select an existing *Lost Reason* or create a new one -right there. +Then, click :guilabel:`Lost`, located at the top of the lead's detail form. -.. image:: lost_opportunities/lost_opportunities01.png +.. image:: lost_opportunities/lost-opps-lost-button.png :align: center + :alt: Buttons from the top of an opportunity record with the lost button emphasized. -Manage & create lost reasons ----------------------------- +This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an existing lost reason. If +no applicable reason is available, create a new one by entering it into the :guilabel:`Lost Reason` +field, and clicking :guilabel:`Create`. -You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`. +Additional notes and comments can be added below the lost reason designated in the :guilabel:`Lost +Reason` field. -You can select & rename any of them as well as create a new one from -there. +When all the desired information has been entered in the :guilabel:`Lost Reason` pop-up window, +click :guilabel:`Submit`. + +.. image:: lost_opportunities/lost-opps-lost-reason.png + :align: center + :alt: Lost reasons popup with sample reasons. + +Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo returns to the lead detail +form, where a new red :guilabel:`Lost` banner is now present in the upper-right corner of the lead. + +Create/edit lost reasons +======================== + +To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app --> +Configuration --> Lost Reasons`. + +To edit an existing reason, click on the reason that should be modified. When clicked, that reason +becomes highlighted. Once highlighted, change the description of the selected lost reason by editing +the :guilabel:`Description` field. When done, click :guilabel:`Save` in the upper-left corner. + +To create a new lost reason, click :guilabel:`Create` in the upper-left corner of the +:guilabel:`Lost Reasons` page. Doing so reveals a new blank line in the :guilabel:`Description` +field. Then, proceed to type in the new lost reason in that new line. Once ready, click +:guilabel:`Save`. Retrieve lost opportunities =========================== -To retrieve lost opportunities and do actions on them (send an email, -make a feedback call, etc.), select the *Lost* filter in the search -bar. +To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app` to the main +:guilabel:`Pipeline` dashboard. Then, click the :guilabel:`Filters` drop-down menu, located beneath +the search bar. -.. image:: lost_opportunities/lost_opportunities02.png +.. image:: lost_opportunities/lost-opps-lost-filter.png :align: center + :alt: Search bar with lost filter emphasized. -You will then see all your lost opportunities. +From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` option. Upon selecting +:guilabel:`Lost`, only the leads that have been marked as `Lost` appear on the :guilabel:`Pipeline` +page. -If you want to refine them further, you can add a filter on the *Lost -Reason*. +To filter leads by a specific lost reason, select :menuselection:`Filters --> Add Custom Filter`. +Doing so reveals another drop-down menu with three fields. -For Example, *Too Expensive*. +In the top field drop-down menu, select :guilabel:`Lost Reason`. In the second field drop-down menu, +select :guilabel:`Contains`. Then, in the third field of the :guilabel:`Add Custom Field` sub menu, +type in the specific keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking :guilabel:`Apply`, +Odoo reveals all the lost leads with a reason that contains that specified keyword(s). -.. image:: lost_opportunities/lost_opportunities03.png +.. image:: lost_opportunities/lost-opps-lost-custom-filter.png :align: center + :alt: Search bar with custom filter added for lost reason. Restore lost opportunities ========================== -From the Kanban view with the filter(s) in place, you can select any -opportunity you wish and work on it as usual. You can also restore it by -clicking on *Archived*. +To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` dashboard on the *CRM* app, +open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Doing so +reveals all the lost opportunities on the :guilabel:`Pipeline` page. -.. image:: lost_opportunities/lost_opportunities04.png +Then, click on the kanban card of the desired lost opportunity to restore, which opens that lead's +detail form. + +From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so +removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored. + +.. image:: lost_opportunities/lost-opps-restore.png :align: center + :alt: Lost opportunity with emphasis on the Restore button. -You can also restore items in batch from the Kanban view when they -belong to the same stage. Select *Restore Records* in the column -options. You can also archive the same way. +Restore multiple opportunities at once +-------------------------------------- -.. image:: lost_opportunities/lost_opportunities05.png - :align: center - -To select specific opportunities, you should switch to the list view. - -.. image:: lost_opportunities/lost_opportunities06.png - :align: center - -Then you can select as many or all opportunities and select the actions -you want to take. - -.. image:: lost_opportunities/lost_opportunities07.png +To restore multiple opportunities at once, navigate to the main :guilabel:`Pipeline` dashboard in +the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. + +Next, select the list view option, which is represented by the three-line :guilabel:`☰ (list)` icon +in the upper-right corner. Doing so places all the leads from the :guilabel:`Pipeline` page in a +list form. With the list form chosen, select the checkbox to the left of each desired +opportunity/lead to be restored. + +Once the desired opportunities/leads have been selected, click the :guilabel:`⚙️ Action (gear)` +drop-down menu at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` +drop-down menu, select :guilabel:`Unarchive`. + +Doing so removes those selected lost opportunities from the :guilabel:`Pipeline` page because they +no longer fit into the `Lost` filter criteria. To reveal these newly-restored leads, delete the +`Lost` filter from the search bar. + +.. image:: lost_opportunities/lost-opps-unarchive.png :align: center + :alt: Action button from list view with the Unarchive option emphasized. .. seealso:: - * :doc:`../performance/win_loss` + :doc:`../performance/win_loss` diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png new file mode 100644 index 000000000..0ff4ea325 Binary files /dev/null and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-custom-filter.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-custom-filter.png new file mode 100644 index 000000000..b82245bc0 Binary files /dev/null and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-custom-filter.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png new file mode 100644 index 000000000..6dcb5c8ee Binary files /dev/null and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-reason.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-reason.png new file mode 100644 index 000000000..1b0d2d5cf Binary files /dev/null and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-reason.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png new file mode 100644 index 000000000..3233a9d7d Binary files /dev/null and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png new file mode 100644 index 000000000..abbc9bd26 Binary files /dev/null and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities01.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities01.png deleted file mode 100644 index c50bcca55..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities01.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities02.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities02.png deleted file mode 100644 index 3f4e766a3..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities02.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities03.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities03.png deleted file mode 100644 index 98b53c78f..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities03.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities04.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities04.png deleted file mode 100644 index 9a03c2eee..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities04.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities05.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities05.png deleted file mode 100644 index d6b9df328..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities05.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities06.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities06.png deleted file mode 100644 index 0e9d5fcf5..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities06.png and /dev/null differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities07.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities07.png deleted file mode 100644 index 96d4722a4..000000000 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost_opportunities07.png and /dev/null differ