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CRM Custom Lost Reason

by
Odoo

10.46

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 58
Technical Name quicksol_crm_lost_reason
LicenseOPL-1
Websitehttps://quicksol.ca
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 58
Technical Name quicksol_crm_lost_reason
LicenseOPL-1
Websitehttps://quicksol.ca

CRM Custom Lost Reason

Enhance your CRM with detailed lost reason tracking

✨ Key Features

  • ✓ Add detailed custom reasons when marking leads/opportunities as lost
  • ✓ Simple and intuitive interface integrated with standard Odoo CRM
  • ✓ View custom lost reason in lead/opportunity form

Screenshot: Lost Reason Form

Lost Reason in Wizard Form

🔍 How It Works

  1. Click on 'Mark Lost' for any lead or opportunity
  2. Select the Others lost reason from the dropdown
  3. Add additional details in the custom reason field
  4. Save to record the complete lost reason information

Screenshot: Lost Reason in Lead Form

Lost Reason in Lead Form

💡 Benefits

For Sales Teams

  • ✓ Quick and easy lost reason documentation
  • ✓ Better communication of lost deal reasons

For Managers

  • ✓ Detailed insights into lost opportunities
  • ✓ Better decision making with complete information

🔧 Compatibility

  • ✓ Odoo Version: 17.0
  • ✓ Dependencies: CRM
  • ✓ Installation: No additional configuration required

📫 Support

For support and customization requests, please contact:

quicksol.odoo.help@gmail.com

We typically respond within 24-48 hours during business days.

Developed by

QuickSol Technologies

Empowering businesses with smart Odoo solutions

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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