CRM
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CRM Basics
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Lead Generation
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Lead Management
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- Performance Analysis
CRM Scheduling Activities
In this video you'll learn how to manage your activities on Odoo.
Managing a growing number of customer relationships can quickly get out of hand. Utilizing Activities in Odoo CRM allows easy tracking and scheduling follow-up activities for every stage of the pipeline, ensuring that no customer gets forgotten.
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1.
What happens when I click on a colored bar at the top of a stage in the Kanban view?
It displays the opportunities that have an activity status in the selected color, in that stage only
It displays all of the opportunities in the pipeline that have an activity status in the selected color, regardless of the stage
It marks all of the activities in the selected color as ‘Done’
It moves the deadlines of all activities by 7 days
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What does clicking the ‘Snooze’ button do?
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How can I schedule an activity if I’m not sure when the other attendees are available?
In the activity, schedule a ‘Call’ or ‘Meeting’, open the ‘Calendar’ app, and use the ‘Share Availabilities’ button
In the activity, schedule a ‘Call’ or ‘Meeting,’ open the ‘Calendar’ app, and use the ‘Self-schedule’ button
I cannot schedule an activity, unless I’m sure of all attendees’ availability
Activities are for individual users only, adding attendees is not possible in Odoo
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