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
