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Lost opportunities

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Not every opportunity in Odoo CRM ends in a sale. Recording why an opportunity was lost keeps the pipeline accurate and helps a sales team spot recurring problems.

How to mark an opportunity as lost

  1. Open the CRM app and select an opportunity from the pipeline.
  2. Click Lost at the top of the opportunity.
  1. In the Mark Lost pop-up, choose an existing Lost Reason, or type a new one and click Create.
  1. Add any details in the Closing Note field, then click Mark as Lost.

Neither field is required, but recording a reason helps with reporting and coaching later. A red Lost banner then appears on the opportunity.

Why it matters

Reviewing lost reasons over time can reveal patterns, such as pricing objections or a particular competitor, that a sales team can address directly.

Frequently asked questions

Is a Lost Reason required to mark an opportunity as lost?

No, but it is recommended for traceability and reporting.

Can a lost opportunity be reopened?

Yes, merging it back with an active one or restoring it returns it to the pipeline.

Need help?

Need help reviewing lost opportunities in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

Lost opportunities - PreviousPipeline AnalysisNext - Lost opportunitiesUtilize Activities for Sales Teams in Odoo CRM

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