Cancel & Lost Quotation Reasons
Proposes a list of reasons for canceled quotation and for lost quotations
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
Odoo proposes to cancel a quotation without tracking the reasons why.
CLUEDOO BEHAVIOUR
CLuedoo proposes 1/ to make difference between cancel and lost and 2/ proposes to track the reason behind in order to analyse the lost quotations and define some trend and KPIs.MODULE +
To improve, you need to know why you lost previous games...
CLUEDOO RECOMMENDATION
To be installed on 100% of the database, both because it's important to make difference between canceled quotation and lost quotations and because it's important to track the reason for losing quotations (and so to improve in future).
OUR FEATURES AS SOLUTION
Cancel Reason
Lost Reason
HOW TO USE THIS MODULE ?
1
Create a quotation and cancel the quotation ➝ It will show the wizard to fill the cancel reason.
The cancel reason will be tracked on messaging.
2
Click "Lost" on a quotation ➝ It will show the wizard to fill the lost reason.
The lost reason will be tracked on messaging.
The lost reason will be tracked on messaging.
3
Lost and canceled quotations will be recorded on Lost / Cancel quotations menu.
