Cancel & Lost Quotation Reasons

    10.00 € 10.00 € 10.0 EUR

    10.00 €

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    Price is monthly subscription, including: Module - Maintenance - Migration

    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 quotation ➝ It will show the wizard to fill the cancel reason
    The cancel reason will be tracked on messaging


    2

    Click Lost on  quotation ➝ It will show the wizard to fill the lost reason.
    The lost reason will be tracked on messaging
     


    3

    Lost quotation will be recorded on Lost Quotations menu