How to Automate Activities Using Odoo 18 CRM

How to Automate Activities Using Odoo 18 CRM

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  How to AutomateActivities Using Odoo 18 CRM Enterprise
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  Enterprise Introduction In Odoo 18,the CRM module's activity feature is designed to help users manage and track tasks related to customer interactions. These tasks could include phone calls, meetings, emails, or follow-ups, and are essential for progressing through sales and customer management processes. By scheduling and assigning activities, users can ensure timely actions, keep track of deadlines, and maintain better organization throughout the sales cycle. This functionality helps improve customer relationship management and overall workflow efficiency.
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  Enterprise To set upactivity types in Odoo 18, navigate to CRM > Configuration > Activity Types, then click the "New" button to create a new activity type.
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  Enterprise In the formview, you can edit the activity name and choose from options like "Upload Document" or "Meeting"in the Action, Under the "NEXT ACTIVITY" tab, select "Suggest Next Activity" to recommend the next task or "Trigger Next Activity" to start it automatically. You can also add an email template to send to the customer after completing the activity.
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  Enterprise After creating theactivity, go to the pipeline by navigating to CRM > Sales > My Pipeline.
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  Enterprise In the pipeline'sKanban view, click the activity icon to schedule an activity. Then, click "+Schedule an activity"
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  Enterprise In the pop-upwizard, select the previously created activity type. The other fields will be automatically populated accordingly. Then, click the Schedule button to schedule the activity.
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  Enterprise Once the activityis scheduled it can be viewed under the chatter
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  Enterprise Once you click"Mark Done," a pop-up window titled "Mark Done" will appear.
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  Enterprise After entering yourfeedback in the feedback area, click the "Done & Schedule Next" button.
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  Enterprise Clicking 'Done &Schedule Next' will automatically create the next activity.
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  Enterprise To access theActivity reports, go to CRM > Reporting > Activities.
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  Enterprise The "Activities" reportingtool in the Odoo CRM module enables users to monitor company activities effectively. It offers various views, including Pivot, Graph, and List.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com