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CRM Basics: All About Activities

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In this video, learn how to read the pipeline, create activities, and schedule meetings with Odoo CRM. Intro: 0:00 Pipeline Basics: 0:48 Activities Basics: 2:07 Scheduling Meetings: 4:49 Conclusion: 6:11 **Check out more Odoo tutorials** - CRM Activities Automations and Reporting: https://www.youtube.com/watch?v=r9NEJ7fWfWQ - CRM Scheduling Activities: https://www.youtube.com/watch?v=pPNuQNZzSLY - Sales Teams Setup & Leads Assignment: https://www.youtube.com/watch?v=27UYtZJ9HKI **App documentation** - Pipeline Analysis: https://www.odoo.com/documentation/master/applications/sales/crm/performance/win_loss.html - Lost opportunities: https://www.odoo.com/documentation/master/applications/sales/crm/pipeline/lost_opportunities.html - Manage sales teams: https://www.odoo.com/documentation/master/applications/sales/crm/pipeline/manage_sales_teams.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/tXv - Start a free trial: https://www.odoo.com/r/ujK

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1. What does the color red indicate on an activity icon within the pipeline?
The activity is due today. The activity is overdue. The activity is scheduled for the future.
2. When you assign an activity to a specific salesperson within an opportunity, what happens to the main "Salesperson" field of that opportunity?
It automatically changes to the salesperson assigned to the activity. It is cleared to avoid confusion between salespeople. It remains unchanged, as only the activity was assigned, not the entire opportunity.
3. What happens to the "Planned Activities" section in the chatter if the only scheduled activity is canceled?
It remains visible but appears empty. The section disappears from the chatter entirely. An error message appears indicating missing activities.