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Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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79 lines
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=========================
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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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