Odoo CRM Lost Opportunities Management

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Questions and Answers

How do you mark an opportunity as lost in Odoo CRM?

  • Change the opportunity's stage to "Lost" in the pipeline view.
  • Add a "Lost" tag to the opportunity record.
  • Click on the "Lost" button in the opportunity's detail form. (correct)
  • Select "Lost Opportunity" from the Opportunities menu.

What is the primary purpose of providing a Lost Reason when marking an opportunity as lost?

  • To help identify and rectify potential issues with the sales process.
  • To provide valuable insights for improving future sales efforts. (correct)
  • To track the number of opportunities lost for reporting purposes.
  • To ensure that all lost opportunities are documented.

Where can you add additional notes or comments related to a lost opportunity?

  • In the opportunity's history log.
  • In the Lost Reason field on the Mark Lost pop-up window.
  • In the Closing Note field on the Mark Lost pop-up window. (correct)
  • In the opportunity's detail form.

What visual indicator appears on an opportunity that has been marked as lost?

<p>A red &quot;Lost&quot; banner. (C)</p> Signup and view all the answers

Where can you locate all opportunities that have been marked as Lost in the Odoo CRM?

<p>By filtering the Pipeline view using the 'Lost' filter. (B)</p> Signup and view all the answers

How do you add a custom filter to the Odoo CRM pipeline to display opportunities based on a specific lost reason?

<p>Click &quot;Add Custom Filter&quot; from the Filters drop-down menu and apply the desired filter. (A)</p> Signup and view all the answers

What is the recommended practice for documenting lost reasons and notes in Odoo CRM?

<p>Documenting lost reasons and notes is essential for reporting and accountability. (D)</p> Signup and view all the answers

What does it mean to keep the pipeline up-to-date regarding lost opportunities?

<p>Documenting the reasons for lost opportunities to improve future sales strategies. (A)</p> Signup and view all the answers

To filter opportunities by multiple lost reasons, which operator should be selected in the Add Custom Filter window?

<p>is in (B)</p> Signup and view all the answers

How can you restore a lost opportunity in the CRM app?

<p>Open the opportunity's detail form and click Restore. (C)</p> Signup and view all the answers

Where can you find the option to enable Leads on a database?

<p>CRM app ‣ Configuration ‣ Settings (B)</p> Signup and view all the answers

What option in the drop-down menu allows you to see a list of all lost opportunities?

<p>Filters (C)</p> Signup and view all the answers

How do you mark a lead as lost in the CRM app?

<p>Click the Lost button on the lead's detail form. (A)</p> Signup and view all the answers

Which of these is NOT a step involved in restoring multiple lost leads at once?

<p>Open the lead's detail form and click Restore. (B)</p> Signup and view all the answers

What happens when you select the 'Lost' filter when viewing Leads?

<p>Only lost leads are shown in the list view. (C)</p> Signup and view all the answers

What icon represents the list view option in the CRM app?

<p>≣ (D)</p> Signup and view all the answers

When restoring multiple lost opportunities, what happens to the opportunities after the 'Unarchive' action is taken?

<p>They are removed from the Pipeline page and are no longer considered lost. (A)</p> Signup and view all the answers

In what way are Lost Reasons used for opportunities and leads?

<p>Leads can use the same Lost Reasons as opportunities. (A)</p> Signup and view all the answers

Flashcards

Mark Lost

A function in CRM to indicate an opportunity did not result in a sale.

Lost Reason

A specified explanation for why an opportunity was lost in the CRM system.

Pipeline Update

The process of refreshing the status of opportunities in the sales pipeline.

Closing Note

An optional field for comments related to a lost opportunity in the CRM.

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Odoo CRM Search

A functionality to filter and find lost opportunities in the CRM application.

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Lost Opportunities Filter

A tool to isolate opportunities that have been marked as lost in the Odoo CRM.

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Add Custom Filter

A feature to apply specific criteria when searching for lost opportunities in CRM.

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Red Lost Banner

A visual indicator shown on opportunities marked as lost in the CRM interface.

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Adding Custom Filter

Select 'is in' operator for multiple lost reasons.

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Restoring Lost Opportunities

Open CRM app to Pipeline dashboard and find lost opportunities.

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Filters in Pipeline

Select 'Lost' in Filters to view lost opportunities.

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Restoring from Detail Form

Click 'Restore' in the upper-left to recover lost opportunity.

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Restoring Multiple Opportunities

Use the list view to select multiple opportunities for restoration.

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Unarchive Action

Select 'Unarchive' to restore opportunities from the actions menu.

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Leads Enablement

Enable leads in CRM by checking the Leads checkbox in Settings.

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Marking Leads as Lost

Select a lead and click 'Lost' to mark it as such.

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Restoring Lost Leads

Similar process as opportunities; select Lost filter and restore.

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Closing Notes for Lost Leads

Add notes in Closing Note field when marking leads lost.

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Study Notes

Lost Opportunities and Leads in Odoo CRM

  • Marking Opportunities as Lost:

    • Open the CRM app and select an opportunity.
    • Click "Lost" on the opportunity's detail form.
    • Choose a Lost Reason from the drop-down or create a new one.
    • Add optional notes in the Closing Note field.
    • Click "Mark as Lost."
    • A red Lost banner appears on the opportunity.

  • Retrieving Lost Opportunities:

    • Open the CRM app's Pipeline dashboard.
    • Clear default filters in the "Search..." bar.
    • Open the "Filters" drop-down menu.
    • Select "Lost" from the Filters section.

  • Filtering by Lost Reason:

    • Open the "Filters" drop-down menu in the "Search..." bar.
    • Click "Add Custom Filter".
    • Find "Lost Reason" in the search bar or list.
    • Select the comparison operator (=).
    • Choose a Lost Reason from the drop-down menu.
    • Click "Add".
    • To view results for multiple reasons, use the "is in" operator.

  • Restoring Lost Opportunities:

    • Open the CRM app's Pipeline dashboard or navigate to CRM ‣ Sales ‣ My Pipeline.
    • Open the "Filters" drop-down and select "Lost".
    • Click on the Kanban card of the desired opportunity to restore.
    • Click "Restore" on the opportunity's detail form. Removing the red Lost banner.
    • To restore multiple opportunities: Select the list view (≣ icon). Select checkboxes to restore. Click the "Actions" drop-down menu (⚙️). Select "Unarchive". Delete the "Lost" filter.

Lost Leads in Odoo CRM

  • Marking Leads as Lost:

    • Open the CRM app and select a lead.
    • Click "Lost" on the lead's detail form.
    • Choose a Lost Reason from the drop-down or create a new one.
    • Add optional notes in the Closing Note field.
    • Click "Mark as Lost."

  • Retrieving Lost Leads:

    • Open the CRM app's Leads page.
    • Open the "Filters" drop-down menu.
    • Select "Lost" from the Filters section.

  • Restoring Lost Leads:

    • Open the CRM app's Leads page and select "Lost" from the Filters.
    • Click on the desired lost lead to restore.
    • Click "Restore" on the lead's detail form. Removing the red Lost banner.
    • To restore multiple leads: Select the list view (≣ icon). Select checkboxes to restore. Click the "Actions" drop-down menu (⚙️). Select "Unarchive." Delete the "Lost" filter.

  • Enabling Leads:

    • Navigate to CRM ‣ Configuration ‣ Settings.
    • Check the "Leads" checkbox.
    • Click "Save".

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