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Hello all!

I need some clarification on the New features of the CRM module in Odoo 17

How the Options are working:  01. Meeting Date and 02. Tags: leads to activity reports.

If anyone knows this feature, Please reply to this Post.

Thank You!


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Beste Antwort

Hi,

Please go through our blog on what's new in Odoo 17 CRM

https://www.cybrosys.com/blog/what-s-new-in-odoo-17-crm


Hope it helps

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Beste Antwort

Hello! 

Odoo 17 has introduced several new features in the CRM module. Let’s discuss the two features you mentioned:

  1. Meeting Date: While I couldn’t find specific details about a “Meeting Date” feature in Odoo 17’s CRM module, Odoo generally allows you to manage your day-to-day activities with meetings and next activities. There’s also a mention of a feature that provides a clear overview and easy change options whenever you schedule, update, or cancel a meeting.
  2. Tags leading to activity reports: In Odoo 17, a new capability has been added that allows users to plan lead activities. This feature enables businesses to strategically schedule and manage activities related to potential leads and opportunities. The use of tags could potentially help in filtering and generating these activity reports.


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