cybrosys

Master the art of tracking and analysing lost deals in Odoo 20 Community Edition with this practical functional tutorial. In any sales process, not every opportunity results in a closed deal. Accurately identifying lost opportunities, standardising lost reasons, and documenting closing notes in Odoo 20 keeps your sales pipeline clean, provides valuable insights for sales coaching, and helps refine your overall revenue strategy. In this video, we guide you step-by-step through the end-to-end workflow of managing lost opportunities and leads within Odoo 20 Community. You will learn how to mark deals as lost, create custom lost reasons, and utilise custom search filters to analyse lost trends across your sales team. We also walk through how to locate archived lost records and restore single or multiple opportunities into your active pipeline with just a few clicks. By setting up structured lost tracking, your organisation can maintain complete accountability and make data-driven improvements to its sales funnel. Don't forget to subscribe to the channel for more hands-on Odoo 20 functional guides, and leave any 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 #CRM #LostOpportunities #OdooCommunity #FunctionalTutorials #OdooTips #BusinessManagement #CustomerRelationshipManagement #OdooTraining #techtutorials