Al trabajar con tus oportunidades, puedes perder algunas de ellas. Vas a querer controlar las razones por las que lo perdiste y también qué caminos Odoo puede tomar para ayudarte a recuperarlo en el futuro.
Marca un lead como perdido
While in your pipeline, select any opportunity you want and you will see a Mark Lost button.
Puedes luego seleccionar una existente Razon Perdida o crear una nueva ahí mismo.
Administra y crea razones perdidas
You will find your Lost Reasons under .
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.
Luego verás todas tus oportunidades perdidas.
Si quieres refinarlas aún más, puedes añadir un filtro en la Razón Perdida.
For Example, Too Expensive.
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.
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.
To select specific opportunities, you should switch to the list view.
Then you can select as many or all opportunities and select the actions you want to take.
Ver también