How to Configure the Lost Reason in Odoo 16 CRM | Odoo 16 Enterprise Edition

Channel:
India Cybrosys Technologies
Subscribers:
28,000
Published on ● Video Link: https://www.youtube.com/watch?v=D84mgSqmCWs


Category:
Guide
Duration: 6:41
189 views
0

You can lose some of your opportunities when working with them. Keep a record of why you lost them and how Odoo can assist you in getting them back in the future. #odoo16

When you choose any opportunity in your pipeline, a Lost button will appear.
The next step is to choose an existing Lost Reason or start a new one there and then. #odooenterprise #odoofunctionalvideos

Video Chapters
00:00 Introduction
00:31 Create New Opportunity
01:09 Mark the Opportunity as lost
01:48 Filtering by lost Opportunity
02:23 Restoring lost Opportunity
02:53 Restoring Lost Opportunity by batch
04:36 Group by Lost Reasons
05:38 Schedule an Activity for a lost reason

Connect With Us:
——————
➡️ Website: https://www.cybrosys.com/
➡️ Email: info@cybrosys.com
➡️ Twitter: https://twitter.com/cybrosys
➡️ LinkedIn: https://www.linkedin.com/company/cybrosys/
➡️ Facebook: https://www.facebook.com/cybrosystechnologies
➡️ Instagram: https://www.instagram.com/cybrosystech/
➡️ Pinterest: https://pinterest.com/cybrosys/



Other Videos By Cybrosys Technologies


2022-12-24#merrychristmas Cybrosys Technologies
2022-12-24Cybro Christmas 2022 | @cybrosys-technologies Xmas Celebration 2022
2022-12-24Cybrosys #xmasiscoming #christmas2022
2022-12-24How to Show Warning/Error Messages in Odoo 16 | Odoo Development Tutorial
2022-12-24How to setup Sales Credit Limit in Odoo 16 | New Feature in Odoo 16
2022-12-23#merrychristmas #2022 | Cybrosys Technologies
2022-12-23How to Allow Cashiers & Switching Cashers in Odoo 16 Point of Sale | Odoo 16 PoS Enterprise Edition
2022-12-23How to Create Sequence Numbers in Odoo 16 | Odoo Technical Videos | Odoo Development Tutorial
2022-12-22Multi Languages and Language Translation for your Website with Odoo 16 | Odoo 16 Enterprise Edition
2022-12-21Cybrosys Family Meetup 2022 | Employee Family Day - Cybrosys Technologies
2022-12-21How to Configure the Lost Reason in Odoo 16 CRM | Odoo 16 Enterprise Edition
2022-12-21Configure your Helpdesk Teams with Odoo 16 Helpdesk App | Odoo 16 Enterprise Edition
2022-12-20How to to Add New States to an Existing State Field in Odoo 16 | Odoo 16 Development Tutorials
2022-12-19How to Override Delete Function in Odoo 16 | Odoo Development Tutorials
2022-12-19Odoo Quick Tips Which Will Save You Time in Odoo 16 (Command + K) | Odoo Tips
2022-12-17Odoo 16 Approval Module | Odoo 16 Enterprise Edition | Odoo 16 Functional Tutorial
2022-12-17Odoo 16 Employee Appraisals | How to Manage Employee Appraisals Using Odoo 16
2022-12-15Invoicing Policies in Odoo 16 | Odoo 16 Functional Stories
2022-12-15How to use _name_seach function in Odoo 16 | Odoo 16 Technical Videos | Name Search Function in Odoo
2022-12-14How to Sell Products as Packages in Odoo 16 | Odoo 16 Enterprise Edition
2022-12-13#argentinafans FIFA World Cup @cybrosys-technologies


Tags:
odoo
odoo erp
cybrosys odoo
odoo apps
lost reasons in odoo
lost reasons in odoo 14 crm
how to create lost reasons in odoo 14
how to create lost reasons in odoo 14 crm
how to create lost reasons in odoo
pos product configuration in odoo
how to get the configuration panel
configure watch dog with odoo
lead creation in odoo 14
installer odoo 16
odoo 16 installation ubuntu
data cleaning in odoo 15
how to create lost reasons
lock reason history