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Utilize Activities for Sales Teams in Odoo CRM

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Keeping on top of follow-ups is central to winning deals. Odoo CRM activities let a sales team schedule and track tasks such as calls, meetings, emails and document uploads against a lead, opportunity or customer.

Activity types

Go to CRM > Configuration > Activity Types to see the available options: Email, Call, Meeting, To Do, and Upload Document. Other apps, such as Sales or Accounting, can add further types.

How to create a custom activity type

  1. Go to CRM > Configuration > Activity Types and click New.
  2. Enter a Name, such as “Send Proposal”, and an Action, such as Email, Phonecall or Upload Document.
  3. Optionally set a Default user and Summary.
  4. Use Chaining to link tasks together: Suggest Next Activity lets the user choose the follow-up, while Trigger Next Activity schedules it automatically once the current one is completed. Set the timing in days or weeks after the previous task.
  5. Click Save.

How to build an activity plan

An activity plan groups several activities together, each with its own type, summary, assignment (Ask at Launch or a default user), and timing relative to the plan date. Save the plan once configured.

How to launch an activity plan

  1. Open a lead or opportunity.
  2. In the chatter, click Activities > Plan.
  3. Select the plan and a Plan Date, and assign users if required.
  4. Click Schedule.

This creates the tasks automatically, on the deadlines set in the plan.

Tips

  • Use activity plans for consistent follow-up on things like new business or renewals.
  • Chain tasks automatically to save time.
  • Review the chatter regularly so tasks stay current.
  • Assign tasks to the right person to keep ownership clear.

Frequently asked questions

What are the default activity types in Odoo CRM?

Email, Call, Meeting, To Do and Upload Document, with more types available if apps such as Sales or Accounting are installed.

What does Trigger Next Activity do?

It automatically schedules the next task in a chain once the current one is marked done, unlike Suggest Next Activity, which lets the user choose.

How do I start an activity plan on a lead?

Open the lead, click Activities > Plan in the chatter, select the plan and a plan date, assign users if needed, and click Schedule.

Need help?

Need help setting up activities in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

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