NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[FIX] crm: unattended leads example

Browse Source 
closes odoo/documentation#8221

X-original-commit: d43cc3e466
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Zachary Straub (ZST) 2024-03-18 11:40:31 -07:00
parent 85a3700376
commit b3c7592fbb
1 changed files with 6 additions and 6 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

12
content/applications/sales/crm/track_leads/unattended_leads_report.rst
View File

@ -25,13 +25,13 @@ proactive behaviors in their salespeople.
Their team member, Mitchell, has two leads in the *Proposition* stage with activities that are
due.
The yellow :guilabel:`📞 (phone)` icon indicates that the `5 VP Chairs` lead has a phone call
activity scheduled for today. The red :guilabel:`✉️ (envelope)` icon indicates that the `Modern
Open Space` lead has an email activity scheduled that is past due.
The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space` lead has a phone
call activity scheduled for today. The red :guilabel:`✉️ (envelope)` icon indicates that the `5 VP
Chairs` lead has an email activity scheduled that is past due.
Clicking on the `Modern Open Space` lead, the sales manager opens the record of the lead and
reviews the chatter. They see that the email was scheduled to be sent two days ago, but Mitchell
never marked this activity as done.
Clicking on the `5 VP Chairs` lead, the sales manager opens the record of the lead and reviews the
chatter. They see that the email was scheduled to be sent two days ago, but Mitchell never marked
this activity as done.
.. image:: unattended_leads_report/overdue-activities-email.png
:align: center