diff --git a/content/applications/sales/crm/pipeline/lost_opportunities.rst b/content/applications/sales/crm/pipeline/lost_opportunities.rst index 5b4a5683b..21b3389a8 100644 --- a/content/applications/sales/crm/pipeline/lost_opportunities.rst +++ b/content/applications/sales/crm/pipeline/lost_opportunities.rst @@ -1,27 +1,30 @@ -========================= -Manage lost opportunities -========================= +================== +Lost opportunities +================== 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. +opportunities need to be identified. Specifying why an opportunity was lost helps identify recurring +issues, reveal coaching opportunities, and can assist with improving overall sales strategy. + +.. note:: + :doc:`Merging lost opportunities ` with active ones will pull them back into the + pipeline. Mark an opportunity as lost =========================== -To mark an opportunity as lost, first open the :menuselection:`CRM app`, and select an opportunity -from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's -detail form. +To mark an opportunity as lost, first open the :menuselection:`CRM app`, and then select an +opportunity from the pipeline by clicking on its corresponding Kanban card. Doing so reveals that +opportunity's detail form. Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form. .. image:: lost_opportunities/lost-opps-lost-button.png - :align: center :alt: Buttons from the top of an opportunity record with the lost button emphasized. This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`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 :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`. +choose an existing lost reason. If no applicable reason is available, then create a new one by +entering it into the :guilabel:`Lost Reason` field, and then clicking :guilabel:`Create`. Additional notes and comments can be added below the lost reason in the designated :guilabel:`Closing Note` field. @@ -35,14 +38,12 @@ When all the desired information has been entered in the :guilabel:`Mark Lost` p :guilabel:`Mark as Lost`. .. image:: lost_opportunities/lost-opps-lost-reason.png - :align: center :alt: Lost reasons popup with sample reasons. After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right corner of the opportunity. .. image:: lost_opportunities/lost-banner.png - :align: center :alt: A lost opportunity with the lost banner added. .. note:: @@ -57,31 +58,23 @@ Create/edit lost reasons To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app --> Configuration --> Lost Reasons`. -To edit an existing lost reason: +To edit an existing lost reason, click the reason to be edited to highlight it. From here, change +the selected lost reason by editing the :guilabel:`Description` field. -#. Click on the reason to be edited to highlight it. -#. Change the selected lost reason by editing the :guilabel:`Description` field. -#. When finished, click :guilabel:`Save` in the upper-left corner. - -To create a new lost reason: - -#. Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page. -#. In the new blank line, click in the :guilabel:`Description` field, then type the new lost reason. -#. When finished, click :guilabel:`Save`. +To create a new lost reason, click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost +Reasons` page. Then, type the new lost reason in the :guilabel:`Description` field. View lost opportunities ======================= -To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app`. On the main -:guilabel:`Pipeline` dashboard, click into the :guilabel:`Search...` bar at the top of the page, and -remove all of the default filters. +To retrieve lost opportunities, go :menuselection:`CRM app --> Sales --> My Pipeline`, then click on +the search bar at the top of the page, and then remove all of the default filters. .. image:: lost_opportunities/lost-opps-lost-filter.png - :align: center :alt: Search bar with lost filter emphasized. -Open the :guilabel:`Filters` drop-down menu, by clicking the :guilabel:`🔻(triangle pointed down)` -icon to the right of the :guilabel:`Search...` bar to open the drop-down menu containing +Open the :guilabel:`Filters` drop-down menu by clicking the :icon:`fa-caret-down` +:guilabel:`(dropdown)` icon to the right of the search bar to open the drop-down menu containing :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into respective columns. @@ -91,18 +84,17 @@ Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon se Sort opportunities by lost reason --------------------------------- -To filter opportunities by a specific lost reason, click the :guilabel:`🔻(triangle pointed down)` -icon to the right of the :guilabel:`Search...` bar again to open the drop-down menu. In addition to -the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add Custom -Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window. +To filter opportunities by a specific lost reason, click the :icon:`fa-caret-down` +:guilabel:`(dropdown)` icon to the right of the search bar again to open the drop-down menu. In +addition to the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add +Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window. -On the :guilabel:`Add Custom Filter` pop-up window, click in the first field, and type `Lost Reason` -in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, click -into the next field, and select :guilabel:`=` from the drop-down menu. Click into the third field, -and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`. +On the :guilabel:`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 :guilabel:`=` from the drop-down menu. Click into the third field, and then select +a lost reason from the drop-down menu. Finally, click :guilabel:`Add`. .. image:: lost_opportunities/lost-opps-lost-custom-filter.png - :align: center :alt: Search bar with custom filter added for lost reason. .. tip:: @@ -111,15 +103,14 @@ and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add` this operator makes it possible to choose multiple lost reasons in the third field. .. image:: lost_opportunities/multiple-lost-reasons.png - :align: center :alt: Add Custom Filter pop-up with multiple lost reasons selected. Restore lost opportunities ========================== -To restore a lost opportunity, open the :menuselection:`CRM app` to reveal the :guilabel:`Pipeline` +To restore a lost opportunity, open the :menuselection:`CRM` app to reveal the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the -:guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the +:icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. @@ -128,63 +119,59 @@ opportunities on the :guilabel:`Pipeline` page. .. tip:: To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from - the :guilabel:`Search...` bar. - -Then, click on the Kanban card of the desired lost opportunity to restore, which opens that -opportunity's detail form. + the search bar. From the lost opportunity's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has been restored. .. image:: lost_opportunities/lost-opps-restore.png - :align: center :alt: Lost opportunity with emphasis on the Restore button. Restore multiple opportunities at once -------------------------------------- -To restore multiple opportunities at once, navigate to the main :guilabel:`Pipeline` dashboard in -the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. +To restore multiple opportunities at once, open the dashboard mega menu by clicking the +:icon:`fa-caret-down` :guilabel:`(dropdown)` icon (to the right of the search bar) and select the +default :guilabel:`Lost` option located under the left-side :guilabel:`Filters` column. -Next, select the list view option, represented by the :guilabel:`≣ (list)` icon in the upper-right -corner. Doing so places all the opportunities from the :guilabel:`Pipeline` page in a list view. -With the list view chosen, select the checkbox to the left of each opportunity to be restored. +Next, select the list view option, represented by the :icon:`fa-bars` :guilabel:`(list)` icon in the +upper-right corner. Doing so places all the opportunities from the :guilabel:`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 :guilabel:`⚙️ Actions` drop-down menu -at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Actions` drop-down menu, select -:guilabel:`Unarchive`. +Once the desired opportunities have been selected, click the :icon:`fa-cog` :guilabel:`Actions` +drop-down menu at the top of the :guilabel:`Pipeline` page. From the :icon:`fa-cog` +:guilabel:`(Actions)` drop-down menu, select :guilabel:`Unarchive`. Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search bar to reveal these newly-restored opportunities. .. image:: lost_opportunities/lost-opps-unarchive.png - :align: center :alt: Action button from list view with the Unarchive option emphasized. Manage lost leads ================= -If *Leads* are enabled on a database, they can be marked as *lost* in the same manner as +If *Leads* are enabled on a database, then they can be marked as *lost* in the same manner as opportunities. Leads use the same :ref:`lost reasons ` as opportunities. .. note:: To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check - the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. This adds a new :guilabel:`Leads` - menu to the header menu bar at the top of the page. + the :guilabel:`Leads` checkbox. This adds a new :guilabel:`Leads` menu to the header menu bar at + the top of the page. Mark a lead as lost ------------------- To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and select a lead from the -list. Doing so reveals that lead's detail form. - -Then, click :guilabel:`Lost`, located at the top of the lead's detail form. +list. Doing so reveals that lead's detail form. Then, click :guilabel:`Lost`, located at the top of +the lead's detail form. This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`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 :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`. +choose an existing lost reason. If no applicable reason is available, then create a new one by +entering it into the :guilabel:`Lost Reason` field, and selecting :guilabel:`Create`. Additional notes and comments can be added below the lost reason designated in the :guilabel:`Closing Note` field. @@ -195,9 +182,10 @@ When all the desired information has been entered in the :guilabel:`Mark Lost` p Restore lost leads ------------------ -To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then click the :guilabel:`🔻 -(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down -menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. +To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, and then click the +:icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the +drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and +:guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads on the :guilabel:`Leads` page. @@ -214,13 +202,13 @@ To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to the left of each lead to be restored. -Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the -top of the :guilabel:`Leads` page. From the :guilabel:`⚙️ Actions` drop-down menu, select -:guilabel:`Unarchive`. +Once the desired leads have been selected, click the :icon:`fa-cog` :guilabel:`(Actions)` drop-down +menu at the top of the :guilabel:`Leads` page. From the :icon:`fa-cog` :guilabel:`(Actions)` +drop-down menu, select :guilabel:`Unarchive`. Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the -:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the :guilabel:`Search...` -bar to reveal these newly-restored leads. +:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search bar to reveal +these newly-restored leads. .. seealso:: :doc:`../performance/win_loss` diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png index 8ab5a61bf..a70cfc7d2 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png index dc6082fda..d7c72763c 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png index 42ec700a8..c3f02d89d 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png index 0c4512d34..18c68dd59 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png b/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png index 8081913b0..d98095fb8 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png and b/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png differ