CRM Activities Automations and Reporting

In this video, learn how to automate and trigger activities on Odoo's CRM app, as well as how to review activity reporting!  TIMESTAMPS 00:00 INTRO 00:40 CRM pipeline: activities overview 00:55 Activity Types overview 01:09 Configure activity type settings 03:30 Configure next activity automations 05:45 Triggered activity flow 06:23 Schedule activity 06:44 Chatter record & completing activities 07:45 Activity reports 08:32 Reports in list view 08:53 Reports in pivot table 09:18 Outro **Check out more Odoo tutorials** - CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM - CRM Basics Tutorial pt. 1: https://youtu.be/3sBjQKFcRWs - CRM Basics Tutorial pt. 2: Coming soon! **App documentation** - CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/AzL - Start a free trial:  https://www.odoo.com/r/OGY