CRM Basics
Completed
Wins and Losses | Odoo CRM
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
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