How to Manage Lost Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

How to Manage Lost Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads.

You’ll discover:

How to mark an opportunity (or lead) as lost and why this is crucial for pipeline accuracy.
Creating and managing “Lost Reasons”: Understand the specific factors behind your losses to identify trends.
Viewing and analysing lost opportunities: Filter your pipeline to focus on what didn’t convert.
Leveraging lost data for strategic insights: Identify common pitfalls, coaching opportunities for your team, and areas for sales process refinement.
Restoring lost opportunities/leads: What to do when a “no” turns into a “maybe” or “yes.”
Turn every setback into a stepping stone for growth. Learn how to transform lost deals into actionable intelligence that drives your sales team forward!

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