Activities in CRM
The Odoo platform allows the users to create and schedule various activities with
customers in the process of the CRM operations of the platform. The customization
process of lead management and operating on them with a communication and information
sharing aspects will be beneficial in the company operations.
Activity type
The user can create and configure the various activities of the CRM module in the
activity type menu which can be accessed from the configuration dashboard of the
CRM module.
The various activities from the available one can be edited and in need of creating
a new one the user can always opt for the create option. A default description along
with the various options such as default user, action, next activity trigger as
well as schedule duration can be allocated.
Schedule a chain of activities
The activity type menu allows the users to add the default nest activity option
which can be set to follow on the completion of the main activity, moreover they
work on the basis of the description of the activities prioritized.
The activity can schedule an activity directly from the CRM dashboard with respect
to each of the opportunities and leads present.
Activity tracking
Additionally, the user can view all the scheduled activity under a lead directly
from the CRM dashboard. In addition, this feature of Odoo CRM allows the user to
track the scheduled activity.
The new leads for the operation can be added in the CRM dashboard which would allow
the user to generate themes based on the contact info and the revenue options along
with the priority of each available.
