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  1. Kurser
  2. CRM
  3. Custom Activities
Navigation
Startside └CRM └Custom Activities

CRM

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Fuldført

Kursus indhold
  • CRM Basics
    • Introduction to Odoo CRM 10 erfaringspoint
      • Quiz
    • CRM Basics: All About Activities 40 erfaringspoint
      • Deltag i dette kurset at få adgang til ressourcer
      • Quiz
    • CRM Basics: Probabilities & Sales Teams 40 erfaringspoint
      • Quiz
    • CRM Scheduling Activities 40 erfaringspoint
      • Deltag i dette kurset at få adgang til ressourcer
      • Quiz
    • Custom Activities 40 erfaringspoint
      • Quiz
    • Activity Plans 40 erfaringspoint
      • Quiz
    • Won and Lost Opportunities 40 erfaringspoint
      • Quiz
    • Sales Teams Setup & Leads Assignment 10 erfaringspoint
      • Quiz
    • CRM Activities Automations and Reporting 40 erfaringspoint
      • Quiz
    • Sales Team Reporting 10 erfaringspoint
      • Quiz
    • Gmail Mailbox Plugin 10 erfaringspoint
      • Quiz
    • Outlook Mailbox Plugin 10 erfaringspoint
      • Quiz
    • Marketing Attribution Report 10 erfaringspoint
      • Quiz
    • Scheduled Activities & Moving Opportunities 10 erfaringspoint
      • Quiz
  • Lead Generation
    • CRM Lead & Opportunity Basics 40 erfaringspoint
      • Deltag i dette kurset at få adgang til ressourcer
      • Quiz
    • Lead Generation - Forms & Email Aliases 40 erfaringspoint
      • Quiz
    • Lead Generation - Events, Appointments, and Website Visitors 40 erfaringspoint
      • Quiz
    • Lead Enrichment 40 erfaringspoint
      • Quiz
    • Lead Mining 60 erfaringspoint
      • Quiz
  • Lead Management
    • Predictive Lead Scoring 40 erfaringspoint
      • Deltag i dette kurset at få adgang til ressourcer
      • Quiz
  • Performance Analysis
    • Gamification 40 erfaringspoint
      • Quiz

Custom Activities

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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. What’s the difference between the Name of a custom activity and the Default Summary of a custom activity?
The Name is manually set when creating a custom activity. The Default Summary is automatically generated by Odoo AI. The Name is meant to be short and has a character limit. The Default Summary is meant to instruct users on what an activity requires The Name of an activity is its name as it appears “behind the scenes.” The Default Summary is how the activity appears in the pipeline and in opportunities. The Name of an Activity is visible to customers who have portal logins. The Default Summary is only visible to employees.
2. By default, activities with set schedules will automatically trigger after the previous activity is marked complete.
True. Activities will always automatically trigger when a previous activity is complete, even if it’s ahead of schedule. False. Activities must be changed from triggering after a previous activity’s deadline to triggering after completion of a previous activity.
3. When a custom activity’s Chaining Type is set to “Suggest Next Activity”...
It will not suggest an activity if the field is left blank. Odoo AI will be used to suggest the most logical follow-up activity if none is set. Users will have to manually dismiss the suggestion or it will be set as a follow-up activity. Odoo will prompt the user to suggest a follow-up activity and notify their supervisor for approval.
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