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Home └CRM └Wins and Losses

CRM

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Course content
  • CRM Basics
    • Introduction to Odoo CRM 10 xp
      • Quiz
    • CRM Basics: Pipelines & Opportunities 40 xp
      • Join this Course to access resources
      • Quiz
    • CRM Basics: Probabilities & Sales Teams 40 xp
      • Quiz
    • CRM Scheduling Activities 40 xp
      • Join this Course to access resources
      • Quiz
    • Wins and Losses 10 xp
      • Quiz
    • Sales Teams Setup & Leads Assignment 10 xp
      • Quiz
    • CRM Activities Automations and Reporting 40 xp
      • Quiz
    • Sales Team Reporting 10 xp
      • Quiz
    • Gmail Mailbox Plugin 10 xp
      • Quiz
    • Outlook Mailbox Plugin 10 xp
      • Quiz
    • Marketing Attribution Report 10 xp
      • Quiz
  • Lead Generation
    • CRM Leads 40 xp
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      • Quiz
    • Lead Generation - Forms & Email Aliases 40 xp
      • Quiz
    • Lead Generation - Events, Appointments, and Website Visitors 40 xp
      • Quiz
    • Lead Enrichment 40 xp
      • Quiz
    • Lead Mining 60 xp
      • Quiz
  • Lead Management
    • Predictive Lead Scoring 40 xp
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      • Quiz
    • CRM Basics: Scheduled Activities & Moving Opportunities 10 xp
      • Quiz
  • Performance Analysis
    • Gamification 40 xp
      • Quiz

Wins and Losses

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In this video, learn how to mark wins and losses in Odoo's CRM app!  TIMESTAMPS 00:00 INTRO 00:29 Recording wins in CRM app 01:21 Editing won opportunity 02:08 Utilizing Kanban cards 02:39 Recording losses in CRM app 02:58 Lost Reasons 04:07 Editing/restoring lost opportunity 04:26 Configuring Lost Reasons 05:36 Lost opportunities in CRM dashboard 06:25 OUTRO **Check out more Odoo tutorials** - CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM - CRM Basics Tutorial pt. 1: https://youtu.be/3sBjQKFcRWs - CRM Basics Tutorial pt. 2: https://youtu.be/c0vTFtwZlVI?si=5KLj3mdMtUIgDdre - CRM Wins and Losses Reporting: Coming soon! **App documentation** - CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/p1M - Start a free trial: https://www.odoo.com/r/jYB

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1. Can I edit opportunities after they have been marked as Won?
Yes, at any time, for any reason Yes, but I need to move the opportunity back to the previous stage first No, I cannot edit Won opportunities No, I cannot edit any opportunities once they are moved past the ‘Proposition’ stage
2. Why don’t I see Lost opportunities in the pipeline?
They have been deleted They are hidden automatically I need to create a Lost stage in the pipeline I can see Lost opportunities in the pipeline
3. Can I restore and edit opportunities that have been marked as Lost?
No, opportunities are locked once they have been marked as Lost No, opportunities are deleted once they have been marked as Lost Yes, I can click into opportunities at any time to edit them. To restore opportunities, I can click the ‘Restore’ button Yes, I can restore and edit opportunities that have been marked as Lost. I need to submit a ticket to the support team to restore them
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