========================= 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 :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 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:`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 in the designated :guilabel:`Closing Note` field. .. 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. 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 ======================== To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app --> Configuration --> Lost Reasons`. To edit an existing lost reason: #. 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. To create a new lost reason: #. 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. 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. 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. 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, 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. Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost opportunities on the :guilabel:`Pipeline` page. .. 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 :alt: Lost opportunity with emphasis on the Restore button. 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, 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 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 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 ` 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`