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David Tran CRM Lượt Xem: 97

Trong quá trình làm việc với các cơ hội kinh doanh bạn có thể thất bại. Bạn sẽ cần phải tiếp tục theo các lý do mà bạn thất bại và đó cũng là cách mà Odoo có thể giúp bạn phục hồi, hay nói cách khác là khắc phục những thất bại đó trong tương lai.

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.

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Manage & create lost reasons

You will find your Lost Reasons under 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.

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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.

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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.

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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.

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To select specific opportunities, you should switch to the list view.

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Then you can select as many or all opportunities and select the actions you want to take.

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