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CRM Lost Reason Required

crm_lost_reason_required folder_open OCA/crm open_in_new
Customer Relationship Management License: LGPL-3

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.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

This module makes the lost reason mandatory when marking a CRM lead or opportunity as lost. Users must pick a reason in the 'Mark as Lost' wizard before they can confirm.

In standard Odoo, when a salesperson marks a lead or opportunity as lost, the lost reason field on the confirmation wizard is optional. This module changes that behaviour so the reason becomes compulsory.

  • The change applies to the 'Mark as Lost' wizard (the crm.lead.lost screen) that opens from a lead or opportunity.
  • The lost reason field is now flagged as required, so the wizard cannot be confirmed until a reason is selected.
  • No new menus, buttons, reports or models are added; the module only adjusts the existing wizard form.

The module depends on the standard CRM app and only touches the lost reason wizard view. It does not add any automatic emails, scheduled jobs, computations or restrictions beyond the required-field rule. Because the rule is enforced at the screen level, it applies wherever the lost wizard is used in the CRM app.

Depends on

crm

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

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

Usage

Source · Odoo 19.0

To use this module, you need to:

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

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.