diff --git a/content/applications/sales/crm/optimize/utilize_activities.rst b/content/applications/sales/crm/optimize/utilize_activities.rst index 19e2ab93e..98d814fbf 100644 --- a/content/applications/sales/crm/optimize/utilize_activities.rst +++ b/content/applications/sales/crm/optimize/utilize_activities.rst @@ -2,7 +2,7 @@ Utilize activities for sales teams ================================== -*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled +*Activities* are follow-up tasks tied to a record in an *Odoo* database. Activities can be scheduled on any page of the database that contains a chatter thread, Kanban view, list view, or activities view of an application. @@ -42,7 +42,7 @@ The preconfigured activity types for the *CRM* app are as follows: Create a new activity type ~~~~~~~~~~~~~~~~~~~~~~~~~~ -To create a new activity type, click :guilabel:`Create` at the top-left of the page to open a blank +To create a new activity type, click :guilabel:`New` at the top-left of the page to open a blank form. At the top of the form, start by choosing a :guilabel:`Name` for the new activity type. @@ -102,6 +102,10 @@ In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity` field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to select any activities to recommend as follow-up tasks to this activity type. +.. image:: utilize_activities/next-activity.png + :align: center + :alt: The Next Activity section on a new activity type form. + In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity @@ -170,7 +174,7 @@ events, that can aide in the sales process. following day. The email activity type is configured with the following settings: - :guilabel:`Chaining Type`: `Suggest Next Activity` - - :guilabel:`Suggest`: `Call` `Meeting` + - :guilabel:`Suggest`: `Call`, `Meeting` - :guilabel:`Schedule`: `2 days after previous activity deadline` After sending an email to the lead, the salesperson clicks :guilabel:`DONE & SCHEDULE NEXT` on @@ -181,7 +185,7 @@ events, that can aide in the sales process. :align: center :alt: Schedule an activity pop-up window with recommended activities. -The *suggested* or *triggered* activities will vary, depending on a variety of factors. See below +The *suggested* or *triggered* activities may vary, depending on a variety of factors. See below for some suggested sequences: .. tabs:: diff --git a/content/applications/sales/crm/optimize/utilize_activities/action-field.png b/content/applications/sales/crm/optimize/utilize_activities/action-field.png index 6767d5713..270fadc72 100644 Binary files a/content/applications/sales/crm/optimize/utilize_activities/action-field.png and b/content/applications/sales/crm/optimize/utilize_activities/action-field.png differ diff --git a/content/applications/sales/crm/optimize/utilize_activities/activities-view.png b/content/applications/sales/crm/optimize/utilize_activities/activities-view.png index a74c17b6b..aa669f10e 100644 Binary files a/content/applications/sales/crm/optimize/utilize_activities/activities-view.png and b/content/applications/sales/crm/optimize/utilize_activities/activities-view.png differ diff --git a/content/applications/sales/crm/optimize/utilize_activities/next-activity.png b/content/applications/sales/crm/optimize/utilize_activities/next-activity.png new file mode 100644 index 000000000..879bcf70d Binary files /dev/null and b/content/applications/sales/crm/optimize/utilize_activities/next-activity.png differ diff --git a/content/applications/sales/crm/optimize/utilize_activities/recommended-activities.png b/content/applications/sales/crm/optimize/utilize_activities/recommended-activities.png index 923d6c996..8ebad0665 100644 Binary files a/content/applications/sales/crm/optimize/utilize_activities/recommended-activities.png and b/content/applications/sales/crm/optimize/utilize_activities/recommended-activities.png differ diff --git a/content/applications/sales/crm/optimize/utilize_activities/suggest-next-activity.png b/content/applications/sales/crm/optimize/utilize_activities/suggest-next-activity.png index 9761e8ab3..9cb1ffac9 100644 Binary files a/content/applications/sales/crm/optimize/utilize_activities/suggest-next-activity.png and b/content/applications/sales/crm/optimize/utilize_activities/suggest-next-activity.png differ