[IMP] CRM: utilize activities 16.0

closes odoo/documentation#8672

X-original-commit: 50a8171f02
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
This commit is contained in:
jero-odoo 2024-04-10 14:47:40 -04:00
parent e3597ce07c
commit f4f00489c8
6 changed files with 8 additions and 4 deletions

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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::

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