失注案件を管理¶

Not every opportunity results in a successful sale. To keep the pipeline up-to-date, lost opportunities need to be identified. Specifying why an opportunity was lost provides additional insight that can prove useful for future opportunities.

Mark an opportunity as lost¶

To mark an opportunity as lost, first open the CRM app, and select an opportunity from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's detail form.

Then, click Lost, located at the top of the opportunity's detail form.

This opens the Mark Lost pop-up window. From the Lost Reason drop-down menu, choose an existing lost reason. If no applicable reason is available, create a new one by entering it into the Lost Reason field, and clicking Create.

Additional notes and comments can be added below the lost reason in the designated Closing Note field.

全ての必要な情報が 失注をマーク ポップアップウィンドウに入力されたら、 失注とマーク をクリックします。

After clicking Mark as Lost, a red Lost banner is added to the upper-right corner of the opportunity.

失注理由の作成/編集¶

新しい失注理由を作成、または既存の失注理由を編集するには、 CRM アプリ ‣ 設定 ‣ 失注理由 に移動します。

To edit an existing lost reason:

1. Click on the reason to be edited to highlight it.

2. Change the selected lost reason by editing the Description field.

3. When finished, click Save in the upper-left corner.

To create a new lost reason:

1. Click New in the upper-left corner of the Lost Reasons page.

2. In the new blank line, click in the Description field, then type the new lost reason.

3. 完了したら、 保存 をクリックします。

View lost opportunities¶

To retrieve lost opportunities in Odoo CRM, open the CRM app. On the main Pipeline dashboard, click into the Search... bar at the top of the page, and remove all of the default filters.

Open the Filters drop-down menu, by clicking the 🔻(triangle pointed down) icon to the right of the Search... bar to open the drop-down menu containing Filters, Group By, and Favorites options, designated into respective columns.

Select the Lost option from the Filters section. Upon selecting Lost, only the opportunities marked as Lost appear on the Pipeline page.

Sort opportunities by lost reason¶

To filter opportunities by a specific lost reason, click the 🔻(triangle pointed down) icon to the right of the Search... bar again to open the drop-down menu. In addition to the Lost filter, under the Filters column, click Add Custom Filter, which opens an Add Custom Filter pop-up window.

On the Add Custom Filter pop-up window, click in the first field, and type Lost Reason in the Search... bar, or scroll to search through the list to locate it. Then, click into the next field, and select = from the drop-down menu. Click into the third field, and select a lost reason from the drop-down menu. Finally, click Add.

ちなみに

To view results for more than one lost reason, select the operator is in in the second field of the custom filter in the Add Custom Filter pop-up window. Choosing this operator makes it possible to choose multiple lost reasons in the third field.

失注案件を復元する¶

To restore a lost opportunity, open the CRM app to reveal the Pipeline dashboard. Or, navigate to CRM app ‣ Sales ‣ My Pipeline. From here, click the 🔻(triangle pointed down) icon to the right of the Search... bar to open the drop-down menu that contains Filters, Group By, and Favorites columns.

Under the Filters column, select Lost. Doing so reveals all the lost opportunities on the Pipeline page.

Then, click on the Kanban card of the desired lost opportunity to restore, which opens that opportunity's detail form.

From the lost opportunity's detail form, click Restore in the upper-left corner. Doing so removes the red Lost banner from the opportunity form, signifying the opportunity has been restored.

一度に複数の案件を復元する¶

複数の案件を一度に復元するには、CRM アプリのメイン パイプライン ダッシュボードに移動し、 フィルタ ドロップダウンメニューを開き、 失注 オプションを選択します。

Next, select the list view option, represented by the ≣ (list) icon in the upper-right corner. Doing so places all the opportunities from the Pipeline page in a list view. With the list view chosen, select the checkbox to the left of each opportunity to be restored.

Once the desired opportunities have been selected, click the ⚙️ Actions drop-down menu at the top of the Pipeline page. From the ⚙️ Actions drop-down menu, select Unarchive.

Doing so removes those selected opportunities from the Pipeline page because they no longer fit the Lost filter criteria. Delete the Lost filter from the search bar to reveal these newly-restored opportunities.

Manage lost leads¶

If Leads are enabled on a database, they can be marked as lost in the same manner as opportunities. Leads use the same lost reasons as opportunities.

リードを失注としてマーク¶

To mark a lead as lost, navigate to CRM app ‣ Leads, and select a lead from the list. Doing so reveals that lead's detail form.

次に、リードの詳細フォームの上部にある 失注 をクリックします。

This opens the Mark Lost pop-up window. From the Lost Reason drop-down menu, choose an existing lost reason. If no applicable reason is available, create a new one by entering it into the Lost Reason field, and clicking Create.

Additional notes and comments can be added below the lost reason designated in the Closing Note field.

全ての必要な情報が 失注をマーク ポップアップウィンドウに入力されたら、 失注とマーク をクリックします。

Restore lost leads¶

To restore a lost lead, navigate to CRM app ‣ Leads, then click the 🔻 (triangle pointed down) icon to the right of the Search... bar to open the drop-down menu that contains the Filters, Group By, and Favorites columns.

Under the Filters column, select Lost. Doing so reveals all the lost leads on the Leads page.

Then, click on the desired lost lead to restore, which opens that lead's detail form.

失注リードの詳細フォームから、左上の 復元 をクリックします。そうすることで、リードフォームから赤い 失注 バナーが消え、リードが復元されたことを示します。

Restore multiple leads at once¶

To restore multiple leads at once, navigate to CRM app ‣ Leads, open the Filters drop-down menu, and select the Lost option. Select the checkbox to the left of each lead to be restored.

Once the desired leads have been selected, click the ⚙️ Actions drop-down menu at the top of the Leads page. From the ⚙️ Actions drop-down menu, select Unarchive.

Doing so removes those selected leads from the Leads page because they no longer fit the Lost filter criteria. Delete the Lost filter from the Search... bar to reveal these newly-restored leads.