[IMP] crm: update manage lost opps

closes #5888

Signed-off-by: Zachary Straub (zst) <[email protected]>
Co-authored-by: ksc-odoo <[email protected]>
Co-authored-by: brse-odoo <[email protected]>
Co-authored-by: Sam Lieber (sali) <[email protected]>

Author: 4 people

content/applications/sales/crm/pipeline/lost_opportunities.rst

@@ -2,77 +2,120 @@
 Manage lost opportunities
 =========================
 
-While working with your opportunities, you might lose some of them. You
-will want to keep track of the reasons you lost them and also which ways
-Odoo can help you recover them in the future.
+Not all opportunities result in successful sales. In order to keep the pipeline up to date, lost
+opportunities need to be identified. Specifying the reason why an opportunity was lost provides
+additional insight that can prove useful for future opportunities.
 
 Mark a lead as lost
 ===================
 
-While in your pipeline, select any opportunity you want and you will see
-a *Mark Lost* button.
+To mark a lead as lost, open the :menuselection:`CRM` application, and select a lead from the
+pipeline, by clicking on its corresponding kanban card. Doing so reveals that lead's detail form.
 
-You can then select an existing *Lost Reason* or create a new one
-right there.
+Then, click :guilabel:`Lost`, located at the top of the lead's detail form.
 
-.. image:: lost_opportunities/lost_opportunities01.png
+.. image:: lost_opportunities/lost-opps-lost-button.png
    :align: center
+   :alt: Buttons from the top of an opportunity record with the lost button emphasized.
 
-Manage & create lost reasons
-----------------------------
+This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an existing lost reason. If
+no applicable reason is available, create a new one by entering it into the :guilabel:`Lost Reason`
+field, and clicking :guilabel:`Create`.
 
-You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`.
+Additional notes and comments can be added below the lost reason designated in the :guilabel:`Lost
+Reason` field.
 
-You can select & rename any of them as well as create a new one from
-there.
+When all the desired information has been entered in the :guilabel:`Lost Reason` pop-up window,
+click :guilabel:`Submit`.
+
+.. image:: lost_opportunities/lost-opps-lost-reason.png
+   :align: center
+   :alt: Lost reasons popup with sample reasons.
+
+Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo returns to the lead detail
+form, where a new red :guilabel:`Lost` banner is now present in the upper-right corner of the lead.
+
+Create/edit lost reasons
+========================
+
+To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app -->
+Configuration --> Lost Reasons`.
+
+To edit an existing reason, click on the reason that should be modified. When clicked, that reason
+becomes highlighted. Once highlighted, change the description of the selected lost reason by editing
+the :guilabel:`Description` field. When done, click :guilabel:`Save` in the upper-left corner.
+
+To create a new lost reason, click :guilabel:`Create` in the upper-left corner of the
+:guilabel:`Lost Reasons` page. Doing so reveals a new blank line in the :guilabel:`Description`
+field. Then, proceed to type in the new lost reason in that new line. Once ready, click
+:guilabel:`Save`.
 
 Retrieve lost opportunities
 ===========================
 
-To retrieve lost opportunities and do actions on them (send an email,
-make a feedback call, etc.), select the *Lost* filter in the search
-bar.
+To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app` to the main
+:guilabel:`Pipeline` dashboard. Then, click the :guilabel:`Filters` drop-down menu, located beneath
+the search bar.
 
-.. image:: lost_opportunities/lost_opportunities02.png
+.. image:: lost_opportunities/lost-opps-lost-filter.png
    :align: center
+   :alt: Search bar with lost filter emphasized.
 
-You will then see all your lost opportunities.
+From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` option. Upon selecting
+:guilabel:`Lost`, only the leads that have been marked as `Lost` appear on the :guilabel:`Pipeline`
+page.
 
-If you want to refine them further, you can add a filter on the *Lost
-Reason*.
+To filter leads by a specific lost reason, select :menuselection:`Filters --> Add Custom Filter`.
+Doing so reveals another drop-down menu with three fields.
 
-For Example, *Too Expensive*.
+In the top field drop-down menu, select :guilabel:`Lost Reason`. In the second field drop-down menu,
+select :guilabel:`Contains`. Then, in the third field of the :guilabel:`Add Custom Field` sub menu,
+type in the specific keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking :guilabel:`Apply`,
+Odoo reveals all the lost leads with a reason that contains that specified keyword(s).
 
-.. image:: lost_opportunities/lost_opportunities03.png
+.. image:: lost_opportunities/lost-opps-lost-custom-filter.png
    :align: center
+   :alt: Search bar with custom filter added for lost reason.
 
 Restore lost opportunities
 ==========================
 
-From the Kanban view with the filter(s) in place, you can select any
-opportunity you wish and work on it as usual. You can also restore it by
-clicking on *Archived*.
+To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` dashboard on the *CRM* app,
+open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Doing so
+reveals all the lost opportunities on the :guilabel:`Pipeline` page.
 
-.. image:: lost_opportunities/lost_opportunities04.png
-   :align: center
+Then, click on the kanban card of the desired lost opportunity to restore, which opens that lead's
+detail form.
 
-You can also restore items in batch from the Kanban view when they
-belong to the same stage. Select *Restore Records* in the column
-options. You can also archive the same way.
+From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so
+removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored.
 
-.. image:: lost_opportunities/lost_opportunities05.png
+.. image:: lost_opportunities/lost-opps-restore.png
    :align: center
+   :alt: Lost opportunity with emphasis on the Restore button.
 
-To select specific opportunities, you should switch to the list view.
+Restore multiple opportunities at once
+--------------------------------------
 
-.. image:: lost_opportunities/lost_opportunities06.png
-   :align: center
+To restore multiple opportunities at once, navigate to the main :guilabel:`Pipeline` dashboard in
+the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option.
+
+Next, select the list view option, which is represented by the three-line :guilabel:`☰ (list)` icon
+in the upper-right corner. Doing so places all the leads from the :guilabel:`Pipeline` page in a
+list form. With the list form chosen, select the checkbox to the left of each desired
+opportunity/lead to be restored.
+
+Once the desired opportunities/leads have been selected, click the :guilabel:`⚙️ Action (gear)`
+drop-down menu at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)`
+drop-down menu, select :guilabel:`Unarchive`.
 
-Then you can select as many or all opportunities and select the actions
-you want to take.
+Doing so removes those selected lost opportunities from the :guilabel:`Pipeline` page because they
+no longer fit into the `Lost` filter criteria. To reveal these newly-restored leads, delete the
+`Lost` filter from the search bar.
 
-.. image:: lost_opportunities/lost_opportunities07.png
+.. image:: lost_opportunities/lost-opps-unarchive.png
    :align: center
+   :alt: Action button from list view with the Unarchive option emphasized.
 
 .. seealso::
-   * :doc:`../performance/win_loss`
+   :doc:`../performance/win_loss`