| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 52 |
| Technical Name |
eg_crm_lost_reason |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 52 |
| Technical Name |
eg_crm_lost_reason |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
lost opportunity reason
The Lost Opportunity Reason module for Odoo enhances CRM transparency by enabling users to record and analyze the reasons behind missed opportunities. When an opportunity is marked as lost, the module prompts users to provide a reason along with optional notes, ensuring that valuable insights are captured at the right moment
Features
Screenshots
Support
Service
Features
Instant Lost Reason Capture via Pop-up
When an opportunity is marked as lost, a convenient pop-up appears, prompting users to enter the reason along with a brief explanation. This ensures that critical information is captured immediately, reducing the chances of missing or forgetting important details.
Detailed Notes for Better Analysis
In addition to selecting or entering a reason, users can provide detailed notes explaining the context behind the lost opportunity. This added layer of information allows sales teams and managers to better understand customer behavior, pricing challenges, or competitive factors.
Screenshot
1.) Pop-up for Entering Lost Opportunity Reason
A prompt appears immediately after marking an opportunity as lost, guiding users to provide a clear reason along with optional notes.
2.) CRM Opportunity with Lost Reason and Notes
Each opportunity record includes the captured reason and notes, making it easy to review why a deal was unsuccessful.
User Guide
Teams
team@inkerp.com
Suggested Products
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.
Please log in to comment on this module