The meeting provided an in-depth walkthrough of using activities in Odoo CRM to manage customer relationships, automate follow-up tasks, and streamline scheduling within a sales pipeline.
Key topics included activity scheduling, automated activity chains, sharing availability for meetings, and using reporting features.
Attendees were shown efficient methods for prioritizing and completing sales activities, ensuring no opportunity is missed.
Additional integrations and automation options with calendar tools and Odoo’s marketing automation features were highlighted.
Action Items
N/A: No specific actionable assignments, owners, or due-dates were stated in this meeting/tutorial transcript.
Managing and Scheduling Activities in Odoo CRM
Odoo CRM uses a visual color-coded system (gray, green, yellow, red) to indicate the status of activities on sales opportunities.
Activities can be scheduled easily from the pipeline view, with the ability to assign tasks, set due dates, and add notes for clarity and team collaboration.
A list view allows for more detailed tracking and prioritization of tasks; urgent activities appear at the top, and snoozing delays activities by seven days automatically.
Automating Follow-up Activities
Activity chains can be configured to automatically suggest or trigger follow-up tasks when one is completed, using the configuration menu’s activity types.
Users can set automation options (e.g., after a quote is made, an email follow-up is scheduled 15 days later), improving consistency and reducing manual scheduling.
Sharing and Scheduling Meetings
Odoo allows for direct scheduling of meetings from within opportunities, integrating with users’ calendars.
Availability can be easily shared with colleagues or clients through generated links, eliminating the need for back-and-forth emails.
Invitations and messages can be sent internally or to clients, facilitating efficient meeting coordination.
Activity Reporting and Performance Tracking
Comprehensive reporting capabilities allow users to analyze completed activities by sales stage or salesperson.
Reports can be customized and viewed in list or graphical formats, supporting performance management and accountability across the sales team.
Decisions
No explicit business decisions were made or stated in this meeting/tutorial.
Open Questions / Follow-Ups
No open questions or pending issues were raised during this session.