7356d87d20
closes odoo/documentation#10137
X-original-commit: 11ef368a58
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
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227 lines
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=========================
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Manage lost opportunities
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=========================
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Not every opportunity results in a successful sale. To keep the pipeline up-to-date, *lost*
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opportunities need to be identified. Specifying why an opportunity was lost provides additional
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insight that can prove useful for future opportunities.
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Mark an opportunity as lost
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===========================
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To mark an opportunity as lost, first open the :menuselection:`CRM app`, and select an opportunity
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from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's
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detail form.
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Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form.
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.. image:: lost_opportunities/lost-opps-lost-button.png
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:align: center
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:alt: Buttons from the top of an opportunity record with the lost button emphasized.
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This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu,
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choose an existing lost reason. If no applicable reason is available, create a new one by entering
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it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`.
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Additional notes and comments can be added below the lost reason in the designated
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:guilabel:`Closing Note` field.
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.. tip::
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Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field, on the
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:guilabel:`Mark Lost` pop-up window are required. However, it is recommended to include this
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information for the sake of traceability, accountability, and reporting purposes.
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When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
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:guilabel:`Mark as Lost`.
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.. image:: lost_opportunities/lost-opps-lost-reason.png
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:align: center
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:alt: Lost reasons popup with sample reasons.
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After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right
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corner of the opportunity.
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.. image:: lost_opportunities/lost-banner.png
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:align: center
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:alt: A lost opportunity with the lost banner added.
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.. note::
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To mark an *inactive* (archived) opportunity as lost, set the :guilabel:`Probability` field to
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`0` percent.
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.. _crm/lost-reasons:
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Create/edit lost reasons
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========================
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To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app -->
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Configuration --> Lost Reasons`.
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To edit an existing lost reason:
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#. Click on the reason to be edited to highlight it.
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#. Change the selected lost reason by editing the :guilabel:`Description` field.
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#. When finished, click :guilabel:`Save` in the upper-left corner.
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To create a new lost reason:
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#. Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page.
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#. In the new blank line, click in the :guilabel:`Description` field, then type the new lost reason.
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#. When finished, click :guilabel:`Save`.
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View lost opportunities
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=======================
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To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app`. On the main
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:guilabel:`Pipeline` dashboard, click into the :guilabel:`Search...` bar at the top of the page, and
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remove all of the default filters.
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.. image:: lost_opportunities/lost-opps-lost-filter.png
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:align: center
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:alt: Search bar with lost filter emphasized.
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Open the :guilabel:`Filters` drop-down menu, by clicking the :guilabel:`🔻(triangle pointed down)`
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icon to the right of the :guilabel:`Search...` bar to open the drop-down menu containing
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:guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into
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respective columns.
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Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon selecting
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:guilabel:`Lost`, only the opportunities marked as `Lost` appear on the :guilabel:`Pipeline` page.
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Sort opportunities by lost reason
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---------------------------------
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To filter opportunities by a specific lost reason, click the :guilabel:`🔻(triangle pointed down)`
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icon to the right of the :guilabel:`Search...` bar again to open the drop-down menu. In addition to
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the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add Custom
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Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window.
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On the :guilabel:`Add Custom Filter` pop-up window, click in the first field, and type `Lost Reason`
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in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, click
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into the next field, and select :guilabel:`=` from the drop-down menu. Click into the third field,
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and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`.
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.. image:: lost_opportunities/lost-opps-lost-custom-filter.png
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:align: center
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:alt: Search bar with custom filter added for lost reason.
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.. tip::
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To view results for more than one lost reason, select the operator :guilabel:`is in` in the
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second field of the custom filter in the :guilabel:`Add Custom Filter` pop-up window. Choosing
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this operator makes it possible to choose multiple lost reasons in the third field.
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.. image:: lost_opportunities/multiple-lost-reasons.png
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:align: center
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:alt: Add Custom Filter pop-up with multiple lost reasons selected.
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Restore lost opportunities
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==========================
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To restore a lost opportunity, open the :menuselection:`CRM app` to reveal the :guilabel:`Pipeline`
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dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the
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:guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the
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drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
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columns.
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Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost
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opportunities on the :guilabel:`Pipeline` page.
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.. tip::
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To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from
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the :guilabel:`Search...` bar.
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Then, click on the Kanban card of the desired lost opportunity to restore, which opens that
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opportunity's detail form.
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From the lost opportunity's detail form, click :guilabel:`Restore` in the upper-left corner. Doing
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so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has
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been restored.
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.. image:: lost_opportunities/lost-opps-restore.png
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:align: center
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:alt: Lost opportunity with emphasis on the Restore button.
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Restore multiple opportunities at once
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--------------------------------------
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To restore multiple opportunities at once, navigate to the main :guilabel:`Pipeline` dashboard in
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the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option.
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Next, select the list view option, represented by the :guilabel:`≣ (list)` icon in the upper-right
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corner. Doing so places all the opportunities from the :guilabel:`Pipeline` page in a list view.
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With the list view chosen, select the checkbox to the left of each opportunity to be restored.
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Once the desired opportunities have been selected, click the :guilabel:`⚙️ Actions` drop-down menu
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at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Actions` drop-down menu, select
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:guilabel:`Unarchive`.
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Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no
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longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search
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bar to reveal these newly-restored opportunities.
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.. image:: lost_opportunities/lost-opps-unarchive.png
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:align: center
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:alt: Action button from list view with the Unarchive option emphasized.
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Manage lost leads
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=================
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If *Leads* are enabled on a database, they can be marked as *lost* in the same manner as
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opportunities. Leads use the same :ref:`lost reasons <crm/lost-reasons>` as opportunities.
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.. note::
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To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check
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the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. This adds a new :guilabel:`Leads`
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menu to the header menu bar at the top of the page.
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Mark a lead as lost
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-------------------
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To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and select a lead from the
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list. Doing so reveals that lead's detail form.
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Then, click :guilabel:`Lost`, located at the top of the lead's detail form.
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This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu,
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choose an existing lost reason. If no applicable reason is available, create a new one by entering
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it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`.
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Additional notes and comments can be added below the lost reason designated in the
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:guilabel:`Closing Note` field.
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When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
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:guilabel:`Mark as Lost`.
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Restore lost leads
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------------------
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To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then click the :guilabel:`🔻
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(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down
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menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns.
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Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads
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on the :guilabel:`Leads` page.
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Then, click on the desired lost lead to restore, which opens that lead's detail form.
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From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so
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removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored.
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Restore multiple leads at once
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------------------------------
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To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads`, open the
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:guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to
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the left of each lead to be restored.
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Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the
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top of the :guilabel:`Leads` page. From the :guilabel:`⚙️ Actions` drop-down menu, select
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:guilabel:`Unarchive`.
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Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the
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:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the :guilabel:`Search...`
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bar to reveal these newly-restored leads.
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.. seealso::
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:doc:`../performance/win_loss`
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