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CRM Basics
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CRM Basics: All About Activities10 xp
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CRM Basics: Probabilities & Sales Teams10 xp
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CRM Scheduling Activities10 xp
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Custom Activities10 xp
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Activity Plans10 xp
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Won and Lost Opportunities10 xp
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Sales Teams Setup & Leads Assignment | Odoo CRM10 xp
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CRM Activities Automations and Reporting10 xp
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Sales Team Reporting10 xp
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Gmail Mailbox Plugin10 xp
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Outlook Mailbox Plugin10 xp
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Marketing Attribution Report10 xp
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Scheduled Activities & Moving Opportunities10 xp
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- Lead Generation
- Lead Management
- Performance Analysis
CRM Scheduling Activities
10 XPIn this video, learn how to schedule activities on Odoo's CRM app! We'll walk you through creating an activity from a sales opportunity as well coordinating events and meetings with your client and team. TIMESTAMPS 00:00 Intro 00:48 CRM Pipeline 01:02 Activities Overview (icons, deadlines, status, etc.) 02:13 Schedule an activity 03:12 Activity-Calendar integration to schedule events 04:03 Share Availability 04:44 Opportunity chatter 05:03 Attendee POV: Scheduling event 05:45 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/pI59 - Start a free trial: https://www.odoo.com/r/4DC
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