[IMP] CRM: update lost opps 17.0

closes odoo/documentation#8577

X-original-commit: b28e3073d1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
This commit is contained in:
jero-odoo 2024-04-02 11:09:17 -04:00
parent a3abb63782
commit ea49ceaad9
9 changed files with 156 additions and 55 deletions

View File

@ -2,38 +2,50 @@
Manage lost opportunities
=========================
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.
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 a lead as lost
===================
Mark an opportunity as lost
===========================
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.
To mark an opportunity as lost, first open the :menuselection:`CRM app`, and select an opportunity
from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's
detail form.
Then, click :guilabel:`Lost`, located at the top of the lead's detail form.
Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form.
.. image:: lost_opportunities/lost-opps-lost-button.png
:align: center
:alt: Buttons from the top of an opportunity record with the lost button emphasized.
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`.
This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`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 :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`.
Additional notes and comments can be added below the lost reason designated in the :guilabel:`Lost
Reason` field.
Additional notes and comments can be added below the lost reason in the designated
:guilabel:`Closing Note` field.
When all the desired information has been entered in the :guilabel:`Lost Reason` pop-up window,
click :guilabel:`Submit`.
.. tip::
Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field, on the
:guilabel:`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 :guilabel:`Mark Lost` pop-up window, click
:guilabel:`Mark as Lost`.
.. 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.
After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right
corner of the opportunity.
.. image:: lost_opportunities/lost-banner.png
:align: center
:alt: A lost opportunity with the lost banner added.
.. _crm/lost-reasons:
Create/edit lost reasons
========================
@ -41,54 +53,85 @@ 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 edit an existing lost reason:
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`.
#. Click on the reason to be edited to highlight it.
#. Change the selected lost reason by editing the :guilabel:`Description` field.
#. When finished, click :guilabel:`Save` in the upper-left corner.
Retrieve lost opportunities
===========================
To create a new lost reason:
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.
#. Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page.
#. In the new blank line, click in the :guilabel:`Description` field, then type the new lost reason.
#. When finished, click :guilabel:`Save`.
View lost opportunities
=======================
To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app`. On the main
:guilabel:`Pipeline` dashboard, click into the :guilabel:`Search...` bar at the top of the page, and
remove all of the default filters.
.. image:: lost_opportunities/lost-opps-lost-filter.png
:align: center
:alt: Search bar with lost filter emphasized.
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.
Open the :guilabel:`Filters` drop-down menu, by clicking the :guilabel:`🔻(triangle pointed down)`
icon to the right of the :guilabel:`Search...` bar to open the drop-down menu containing
:guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into
respective columns.
To filter leads by a specific lost reason, select :menuselection:`Filters --> Add Custom Filter`.
Doing so reveals another drop-down menu with three fields.
Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon selecting
:guilabel:`Lost`, only the opportunities marked as `Lost` appear on the :guilabel:`Pipeline` page.
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).
Sort opportunities by lost reason
---------------------------------
To filter opportunities by a specific lost reason, click the :guilabel:`🔻(triangle pointed down)`
icon to the right of the :guilabel:`Search...` bar again to open the drop-down menu. In addition to
the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add Custom
Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
On the :guilabel:`Add Custom Filter` pop-up window, click in the first field, and type `Lost Reason`
in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, click
into the next field, and select :guilabel:`=` from the drop-down menu. Click into the third field,
and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`.
.. image:: lost_opportunities/lost-opps-lost-custom-filter.png
:align: center
:alt: Search bar with custom filter added for lost reason.
.. tip::
To view results for more than one lost reason, select the operator :guilabel:`is in` in the
second field of the custom filter in the :guilabel:`Add Custom Filter` pop-up window. Choosing
this operator makes it possible to choose multiple lost reasons in the third field.
.. image:: lost_opportunities/multiple-lost-reasons.png
:align: center
:alt: Add Custom Filter pop-up with multiple lost reasons selected.
Restore lost opportunities
==========================
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.
To restore a lost opportunity, open the :menuselection:`CRM app` to reveal the :guilabel:`Pipeline`
dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the
:guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the
drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
columns.
Then, click on the kanban card of the desired lost opportunity to restore, which opens that lead's
detail form.
Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost
opportunities on the :guilabel:`Pipeline` page.
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.
.. tip::
To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from
the :guilabel:`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 :guilabel:`Restore` in the upper-left corner. Doing
so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has
been restored.
.. image:: lost_opportunities/lost-opps-restore.png
:align: center
@ -100,22 +143,80 @@ Restore multiple opportunities at once
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.
Next, select the list view option, represented by the :guilabel:`≣ (list)` icon in the upper-right
corner. Doing so places all the opportunities from the :guilabel:`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/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`.
Once the desired opportunities have been selected, click the :guilabel:`⚙️ Actions` drop-down menu
at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Actions` 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.
Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no
longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search
bar to reveal these newly-restored opportunities.
.. image:: lost_opportunities/lost-opps-unarchive.png
:align: center
:alt: Action button from list view with the Unarchive option emphasized.
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 :ref:`lost reasons <crm/lost-reasons>` as opportunities.
.. note::
To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check
the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. This adds a new :guilabel:`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 :menuselection:`CRM app --> Leads`, and select a lead from the
list. Doing so reveals that lead's detail form.
Then, click :guilabel:`Lost`, located at the top of the lead's detail form.
This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`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 :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`.
Additional notes and comments can be added below the lost reason designated in the
:guilabel:`Closing Note` field.
When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
:guilabel:`Mark as Lost`.
Restore lost leads
------------------
To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then click the :guilabel:`🔻
(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down
menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns.
Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads
on the :guilabel:`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 :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.
Restore multiple leads at once
------------------------------
To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads`, open the
:guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to
the left of each lead to be restored.
Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the
top of the :guilabel:`Leads` page. From the :guilabel:`⚙️ Actions` drop-down menu, select
:guilabel:`Unarchive`.
Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the
:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the :guilabel:`Search...`
bar to reveal these newly-restored leads.
.. seealso::
:doc:`../performance/win_loss`

Binary file not shown.

After

Width:  |  Height:  |  Size: 15 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 3.4 KiB

After

Width:  |  Height:  |  Size: 4.5 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 24 KiB

After

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 7.3 KiB

After

Width:  |  Height:  |  Size: 27 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.1 KiB

After

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 11 KiB

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.9 KiB

After

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB