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OCA/crm · 19.0

CRM Lost Reason Required

crm_lost_reason_required

LGPL-3Customer Relationship Managementv19.0.1.0.0232updated 1 day ago
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Odoo Community Association

CRM Lost Reason Required

Beta License: LGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module makes the lost reason mandatory when marking a CRM lead or opportunity as lost.

In standard Odoo the lost reason on the "Mark as Lost" wizard is optional. With this module installed, users must select a lost reason before confirming.

Table of contents

Configuration

No configuration is needed. Install the module and the lost reason becomes required on the Mark as Lost wizard.

Usage

To use this module, you need to:

  1. Open a lead or opportunity.
  2. Click Mark as Lost (or use the lost action).
  3. Select a Lost Reason — the field is required.
  4. Optionally enter feedback, then confirm.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Hector del Reguero
  • Gray Matter Logic

Contributors

  • Hector del Reguero <<hector.drv.frontend@gmail.com>>
  • Gray Matter Logic:
    • Maxime Chambreuil <<maxime.chambreuil@graymatterlogic.com>>

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.