[IMP] CRM: utilize activities 16.0
closes odoo/documentation#8654 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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Utilize activities for sales teams
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Utilize activities for sales teams
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==================================
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==================================
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*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
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*Activities* are follow-up tasks tied to a record in an *Odoo* database. Activities can be scheduled
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on any page of the database that contains a chatter thread, Kanban view, list view, or activities
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on any page of the database that contains a chatter thread, Kanban view, list view, or activities
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view of an application.
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view of an application.
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@ -42,7 +42,7 @@ The preconfigured activity types for the *CRM* app are as follows:
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Create a new activity type
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Create a new activity type
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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To create a new activity type, click :guilabel:`Create` at the top-left of the page to open a blank
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To create a new activity type, click :guilabel:`New` at the top-left of the page to open a blank
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form.
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form.
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At the top of the form, start by choosing a :guilabel:`Name` for the new activity type.
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At the top of the form, start by choosing a :guilabel:`Name` for the new activity type.
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@ -102,6 +102,10 @@ In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`
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field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu
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field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu
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to select any activities to recommend as follow-up tasks to this activity type.
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to select any activities to recommend as follow-up tasks to this activity type.
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.. image:: utilize_activities/next-activity.png
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:align: center
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:alt: The Next Activity section on a new activity type form.
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In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
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In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
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configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
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configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
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decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
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decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
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@ -170,7 +174,7 @@ events, that can aide in the sales process.
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following day. The email activity type is configured with the following settings:
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following day. The email activity type is configured with the following settings:
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- :guilabel:`Chaining Type`: `Suggest Next Activity`
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- :guilabel:`Chaining Type`: `Suggest Next Activity`
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- :guilabel:`Suggest`: `Call` `Meeting`
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- :guilabel:`Suggest`: `Call`, `Meeting`
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- :guilabel:`Schedule`: `2 days after previous activity deadline`
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- :guilabel:`Schedule`: `2 days after previous activity deadline`
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After sending an email to the lead, the salesperson clicks :guilabel:`DONE & SCHEDULE NEXT` on
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After sending an email to the lead, the salesperson clicks :guilabel:`DONE & SCHEDULE NEXT` on
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:align: center
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:align: center
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:alt: Schedule an activity pop-up window with recommended activities.
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:alt: Schedule an activity pop-up window with recommended activities.
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The *suggested* or *triggered* activities will vary, depending on a variety of factors. See below
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The *suggested* or *triggered* activities may vary, depending on a variety of factors. See below
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for some suggested sequences:
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for some suggested sequences:
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.. tabs::
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.. tabs::
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