Utilize activities for sales teams¶
Activities are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any page of the database that contains a chatter thread, Kanban view, list view, or activities view of an application.
Planned Activities for Leads and Opportunities.¶
活动类型¶
CRM 应用程序中提供一组预配置的活动类型。要查看可用活动类型列表，请导航至 。
注解
数据库中还有其他活动类型，可通过不同的应用程序使用。要访问活动类型的完整列表，请访问 ，然后滚动到 讨论 部分，并点击 活动类型。
CRM 应用程序的预设活动类型如下：
:guilabel:电子邮件`：在聊天中添加提醒，提示销售人员发送电子邮件。
Call: opens a calendar link where the salesperson can schedule time to call the contact.
Meeting: opens a calendar link where the salesperson can schedule time to have a meeting with the contact.
To Do: adds a general reminder task to the chatter.
Upload Document: adds a link on the activity where an external document can be uploaded. Note that the Documents app is not required to utilize this activity type.
注解
If other applications are installed, such as Sales or Accounting, other activity types are made available in the CRM app.
创建新活动类型¶
To create a new activity type, click Create at the top-left of the page to open a blank form.
At the top of the form, start by choosing a Name for the new activity type.
活动设置¶
操作¶
操作 字段指定了活动的意图。某些操作会在计划活动后触发特定行为。
如果选择:guilabel:
上传文档，则会在聊天记录中的计划活动中直接添加上传文档的链接。如果选择了 电话呼叫 或 会议，用户就可以选择打开日历，为该活动安排时间。
如果选择 请求签名，则会在聊天记录中的计划活动上添加链接，弹出签名请求窗口。
注解
可选择的活动类型上的操作，会根据当前安装在数据库中的应用程序而有所不同。
默认用户¶
要在计划此活动类型时将此活动自动分配给特定用户，请从 默认用户 下拉菜单中选择一个名称。如果此字段留空，活动将分配给创建活动的用户。
默认摘要¶
要在创建此活动类型时包含备注，请在 默认摘要 字段中输入备注。
注解
创建活动时，将包含 默认用户 和 默认摘要 字段中的信息。但是，可以在计划或保存活动之前更改它们。
下一个活动¶
要在活动标记完成后自动建议或触发新活动，必须设置 连锁类型。
建议下一个活动¶
在 链接类型 字段中，选择 建议下一项活动。执行此操作后，下面的字段就会变为 建议。点击:guilabel:建议 字段下拉菜单，选择要推荐作为此活动类型后续任务的任何活动。
在 时间安排 字段中，为这些活动选择默认截止日期。为此，请配置所需的 日、 周 或 月 数目。然后，决定它应该发生在 完成日期之后，还是在 上一个活动截止日期之后。
安排活动前，可更改此:guilabel:排期 字段的信息。
完成所有配置后，单击 保存。
注解
如果活动的 连锁类型 设置为 建议下一个活动，且 建议 字段中列出了活动，则会向用户显示后续步骤的活动建议。
触发下一个活动¶
将 连锁类型 设置为 触发下一个活动，在活动完成后，会立即启动下一个活动。
如果在 连锁类型 字段中选择了 触发下一个活动，下方的字段将变为 触发器。从 触发器 字段下拉菜单中，选择此活动完成后应启动的活动。
在 时间安排 字段中，为这些活动选择默认截止日期。为此，请配置所需的 日、 周 或 月 数目。然后，决定它应该发生在 完成日期之后，还是在 上一个活动截止日期之后。
安排活动前，可更改此:guilabel:排期 字段的信息。
完成所有配置后，单击 保存。
注解
When an activity has the Chaining Type set to Trigger Next Activity, marking the activity as Done immediately launches the next activity listed in the Trigger field.
活动追踪¶
To keep the pipeline up to date with the most accurate view of the status of activities, as soon as a lead is interacted with, the associated activity should be marked as Done. This ensures the next activity can be scheduled as needed. It also prevents the pipeline from becoming cluttered with past due activities.
The pipeline is most effective when it is kept up-to-date and accurate to the interactions it is tracking.
Activity plans¶
Activity types with the Chaining Type set to Trigger New Activity provide the opportunity to preplan a sequence of customized activities. Once an activity is marked as Done, the next activity is automatically scheduled.
The Chaining Type setting on an activity type provides the opportunity to preplan a sequence of events, that can aide in the sales process.
Example
A salesperson adds a new lead to their pipeline, and schedules an Email activity for the following day. The email activity type is configured with the following settings:
Chaining Type:
Suggest Next ActivitySuggest:
CallMeetingSchedule:
2 days after previous activity deadline
After sending an email to the lead, the salesperson clicks DONE & SCHEDULE NEXT on the Schedule Activity pop-up window. This opens a new pop-up window, where the suggested next activities are listed as recommendations for next steps.
The suggested or triggered activities will vary, depending on a variety of factors. See below for some suggested sequences:
A salesperson adds a lead to the pipeline and schedules an email activity.
The email activity suggests scheduling a call or a meeting within two days of the previous deadline.
Both the call and the meeting activities trigger a create quote activity.
After the quote is sent, a follow-up on quote activity is scheduled within five days.
A lead is added to the pipeline through the website’s contact form. The salesmanager assigns a salesperson and schedules an activity for a call.
The call activity triggers an upload document activity, so the salesperson can send over a proposal after a successful phone call.
The upload document activity suggests scheduling a request signature activity or a meeting. The salesperson chooses to schedule a meeting.
A salesmanager notices several of their salespeople are neglecting to follow-up on their leads in a timely manner. As a result, high-value targets are not receiving adequate attention.
The salesmanager creates a new activity type, titled follow-up, which is configured with the Action set to Reminder.
The salesmanager adds follow-up as the next activity triggered or suggested to all of their teams activities.
After a salesperson schedules an email activity, a follow-up activity is scheduled for the next day. After they schedule a meeting activity, a follow-up activity is scheduled two days later.
参见