Odoo Implementation
Lead Sale Cancel Reason
The "Lead Sale Cancel Reason" module It allows for the efficient handling of leads through the sales pipeline, including marking leads as lost with automatic quotation cancellations. Additionally, it provides warnings for leads with confirmed sale orders to prevent loss marking errors. The module ensures comprehensive tracking and documentation through Chatter entries and integrated workflow processes.
Key Features
Lost Lead Handling
Cancellation Analysis
Quotation Cancellation
Chatter Integration
Lead Procurement and Management
Free Support For 90 Days
Navigate to CRM and Access the created lead and utilize the "Lost" button to designate the lead as lost
In the popup, input the reason for lead loss and proceed by clicking the "Mark as Lost" button to Lost a Lead.
Clicking "Mark as Lost" will update the lead's status to lost, automatically canceling all related quotations. Additionally, a Chatter entry will be generated with the specified reason and additional notes.
After attempting to mark the lead as lost, a warning will appear indicating that a lead with a confirmed sale order cannot be marked as lost.
Then, navigate to quotation and click on the "Cancel" button to Cancel Quotation.
A pop-up will appear where you should input the cancellation reason and any additional notes. Afterward, click on the "Cancel Quotation" button to proceed with canceling the quotation.
After Cancel Quotation Lead Will Lost and all related quotations will also be canceled.
When a sale order is confirmed, the associated lead transitions gracefully to the "Won" stage.
Version 19.0.1.0 | Released on : 15thOctober 2025
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Community.
- Yes, this app works perfectly with Odoo Enterprise.
- The lead's status updates to lost, canceling related quotations and adding a Chatter entry.
- No, a lead with a confirmed sale order cannot be marked as lost.
- Click the "Cancel" button on the quotation and input the cancellation reason.
- Yes, the module is easy to install and use, and can be configured according to the specific needs and preferences of the seller.
- Please Contact Us at support@mindphin.com to request customization.
- Yes, we provide free support for 90 days.
Our Services
