CRM - Odoo

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Custom Activities

10 XP

In this video, learn how to create custom activities with Odoo CRM. **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 - CRM Lead & Opportunity Basics: https://www.youtube.com/watch?v=BSEf-EldDIA **App documentation** - Pipeline Analysis: https://www.odoo.com/documentation/master/applications/sales/crm/performance/win_loss.html - Email templates: https://www.odoo.com/documentation/master/applications/general/companies/email_template.html - Merge similar leads and opportunities: https://www.odoo.com/documentation/master/applications/sales/crm/pipeline/merge_similar.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/f7c1 - Start a free trial: https://www.odoo.com/r/YGS

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1. When creating a custom activity type, what does the "Action" field determine?

The color that the activity icon will have in the pipeline. What the assigned user needs to do and which forms they will see when completing the activity. Whether the activity will be sent automatically to the customer's email.

2. What is the difference between "Suggest" and "Trigger" in the Chaining Type section?

"Suggest" makes the activity mandatory, while "Trigger" makes it optional. "Suggest" allows any user to see the task, while "Trigger" hides it from the dashboard. "Suggest" lets the user decide if they want to add the next task, while "Trigger" creates it automatically upon completion.

3. If you want a follow-up activity to be scheduled exactly 3 days after the current task is finished, which setting should you use?

Set the deadline to 3 days after the "Request Date". Set the deadline to 3 days after the "Completion Date". Change the activity type to "Meeting" and set a 72-hour reminder.

CRM - Odoo

Custom Activities

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