cybrosys

Optimise your sales pipeline and gain valuable strategic insights with this complete functional guide to managing Lost Opportunities in Odoo 20 CRM. While every sales team strives to win deals, identifying and analysing lost opportunities is just as critical for long-term business growth. Tracking why prospects walk away allows you to uncover recurring sales bottlenecks, highlight coaching opportunities for your team, and continuously refine your overall sales strategy. In this video, we guide you step-by-step through the full lifecycle of handling lost deals in Odoo 20. You will learn how to mark active and archived opportunities as lost, select standardised lost reasons, and record valuable closing notes for full team traceability. We also cover how to configure and customise your database's lost reasons, as well as how to utilise search bar filters and custom criteria to analyse lost opportunities by specific cause or salesperson. Finally, we demonstrate how to restore lost deals—both individually and in bulk via list view actions—bringing prospects back into your active pipeline without losing historical communications. We also cover how to apply these exact workflows to lost leads if the lead qualification stage is enabled in your CRM app. Make sure to subscribe to the channel for more hands-on Odoo 20 functional guides, and feel free to leave your questions or specific workflow requests in the comments section below! Download Mobo Apps now: Available now on the Google Play Store and Apple App Store. Android: https://play.google.com/store/apps/dev?id=7163004064816759344&pli=1 iOS: https://apps.apple.com/in/developer/cybrosys-technologies/id1805306445 Connect With Us: ————————————— ➡️ Website: https://www.cybrosys.com/ ➡️ Email: info@cybrosys.com ➡️ Twitter: https://x.com/Cybrosys ➡️ LinkedIn: https://www.linkedin.com/company/cybrosys/ ➡️ Facebook: https://www.facebook.com/cybrosystechnologies/ ➡️ Instagram: https://www.instagram.com/cybrosystech/ ➡️ Pinterest: https://www.pinterest.com/cybrosys/ #Odoo20 #LostOpportunities #OdooCRM #OdooNewFeatures #OdooTutorials #OdooFunctional #OdooTips #BusinessAutomation #CRMSoftware #odootraining