| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 169 |
| Technical Name |
crm_lead_won_reason |
| License | LGPL-3 |
| Website | https://www.yantradhigam.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 169 |
| Technical Name |
crm_lead_won_reason |
| License | LGPL-3 |
| Website | https://www.yantradhigam.com |
| Versions | 17.0 18.0 |
Transform Your Sales Intelligence with Lead Won Reason Analytics
Unlock powerful insights into your sales success with our comprehensive Lead Won Reason app. Track, analyze, and understand why your leads convert with an intuitive popup wizard interface and detailed reason management system.
Why Choose Lead Won Reason Management?
Gain deep insights into your sales victories with comprehensive reason tracking that helps optimize your sales strategy and improve conversion rates.
Intuitive Popup Wizard
Click "Select Won Reason" to open an elegant popup wizard that allows quick and easy reason selection with additional notes for comprehensive documentation.
Comprehensive Analytics
Track win patterns with detailed categorization including product quality, pricing, service excellence, relationships, and custom reason types.
Strategic Insights
Identify your most successful win factors and replicate winning strategies across your sales team for improved performance and higher conversion rates.
Detailed Documentation
Capture additional notes and context with each won reason selection, creating a comprehensive knowledge base for future sales strategies.
Seamless Integration
Fully integrated with Odoo CRM workflow, automatically updating lead records with win reasons and maintaining complete audit trails.
How to Use Lead Won Reason Management
Simple workflow to implement and leverage won reason tracking for enhanced sales intelligence and performance optimization.
Install & Setup
Install the Lead Won Reason app from Odoo App Store and configure your custom won reason categories through the management interface.
Create Reason Categories
Define won reasons like "Competitive Pricing," "Superior Quality," "Excellent Service," or create custom categories that align with your sales methodology.
Select Won Reasons
When a lead is won, click the "Select Won Reason" button to open the popup wizard, choose the appropriate reason, and add contextual notes.
Analyze & Optimize
Review won reason analytics to identify successful patterns, optimize your sales approach, and replicate winning strategies across your organization.
App Screenshots
See how the Lead Won Reason app seamlessly integrates into your Odoo CRM workflow with intuitive popup wizards and comprehensive management features.
Won Reason Configuration
Manage and configure custom won reason categories with detailed settings
Popup Wizard Interface
Intuitive popup wizard for quick won reason selection with additional notes
Lead Won Reason Display
Clear display of won reasons in lead records with timestamps and notes
Ready to Enhance Your Sales Intelligence?
Get started with Lead Won Reason Management today and unlock valuable insights into your sales success. Contact our team for support and customization.
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