6f125de01b
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 closes odoo/documentation#2006 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
79 lines
2.2 KiB
ReStructuredText
79 lines
2.2 KiB
ReStructuredText
=========================
|
|
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.
|
|
|
|
Mark a lead as lost
|
|
===================
|
|
|
|
While in your pipeline, select any opportunity you want and you will see
|
|
a *Mark Lost* button.
|
|
|
|
You can then select an existing *Lost Reason* or create a new one
|
|
right there.
|
|
|
|
.. image:: lost_opportunities/lost_opportunities01.png
|
|
:align: center
|
|
|
|
Manage & create lost reasons
|
|
----------------------------
|
|
|
|
You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`.
|
|
|
|
You can select & rename any of them as well as create a new one from
|
|
there.
|
|
|
|
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.
|
|
|
|
.. image:: lost_opportunities/lost_opportunities02.png
|
|
:align: center
|
|
|
|
You will then see all your lost opportunities.
|
|
|
|
If you want to refine them further, you can add a filter on the *Lost
|
|
Reason*.
|
|
|
|
For Example, *Too Expensive*.
|
|
|
|
.. image:: lost_opportunities/lost_opportunities03.png
|
|
:align: center
|
|
|
|
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*.
|
|
|
|
.. image:: lost_opportunities/lost_opportunities04.png
|
|
:align: center
|
|
|
|
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.
|
|
|
|
.. 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
|
|
:align: center
|
|
|
|
.. seealso::
|
|
* :doc:`../performance/win_loss`
|