Won and Lost Opportunities

In this video, learn how to mark wins and losses in Odoo's CRM app! TIMESTAMPS 00:00 INTRO 00:29 Recording wins in CRM app 01:21 Editing won opportunity 02:08 Utilizing Kanban cards 02:39 Recording losses in CRM app 02:58 Lost Reasons 04:07 Editing/restoring lost opportunity 04:26 Configuring Lost Reasons 05:36 Lost opportunities in CRM dashboard 06:25 OUTRO **Check out more Odoo tutorials** - CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM - CRM Basics Tutorial pt. 1: https://youtu.be/3sBjQKFcRWs - CRM Basics Tutorial pt. 2: https://youtu.be/c0vTFtwZlVI?si=5KLj3mdMtUIgDdre - CRM Wins and Losses Reporting: Coming soon! **App documentation** - CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/p1M - Start a free trial: https://www.odoo.com/r/jYB

Nguồn: https://www.odoo.com/vi_VN/slides/slide/won-and-lost-opportunities-7878