Utilize activities for sales teams¶
活动 是与 Odoo 数据库中的记录相关联的后续任务。可以在数据库中包含聊天对话串、看板视图、列表视图或应用程序活动视图的任何页面上安排活动。
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 。
備註
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.
備註
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¶
要创建新活动类型，请点击页面左上角的 新建，打开空白表单。
At the top of the form, start by choosing a Name for the new activity type.
活動設定¶
動作¶
動作 欄位指定了活動的意圖。有些操作會在活動獲規劃之後，觸發特定行為。
如果選擇:guilabel:
上載文件，會在聊天視窗中的已規劃活動中，直接加入上載文件的連結。如果選擇了 電話通話 或 會議，使用者便可選擇開啟日曆，為該活動安排時間。
如果選擇 請求簽名，會在聊天視窗中的已規劃活動加入連結，該連結會彈出簽名請求視窗。
備註
不同活動類型可供選擇的操作會有不同，具體取決於資料庫中已安裝的應用程式。
預設使用者¶
要在規劃此活動類型時將活動自動分配給特定用戶，請從 預設使用者 下拉選單選擇一個名稱。如果留空欄位，活動將分配給建立活動的使用者。
預設摘要¶
要在建立此活動類型時包括備註，請在 預設摘要 欄位中輸入備註。
備註
建立活動時，會包括 預設使用者 及 預設摘要 欄位中的資料。不過，可在規劃或儲存活動之前修改。
下一活動¶
要在活動標記為完成後自動建議或觸發新活動，必須設定 連鎖類型。
建議下一活動¶
在 連結類型 欄位，選擇 建議下一活動。執行此操作後，下方的欄位將會變成 建議。按一下 :guilabel:`建議`欄位下拉式選單，選擇想建議作為此活動類型後續任務的任何活動。
在 排期 欄位，為這些活動選擇預設期限。配置所需的 天 數、 週 數，或幾多個 月。然後，決定它應該發生在 完成日期之後，還是在 上一活動期限之後。
安排活動前，可更改此 排期 欄位的資訊。
完成所有配置後，按一下 儲存。
備註
如果活動的 連鎖類型 設為 建議下一活動，並有在 建議 欄位中列出活動，便會向使用者顯示後續步驟的活動建議。
觸發下一活動¶
將 連鎖類型 設為 觸發下一活動，在活動完成時，會立即啟動下一個活動。
如果在 連鎖類型 欄位中選擇 觸發下一活動，下方的欄位會變成 觸發器。從 觸發器 欄位下拉式選單中，選擇該活動完成後要啟動的活動。
在 排期 欄位，為這些活動選擇預設期限。配置所需的 天 數、 週 數，或幾多個 月。然後，決定它應該發生在 完成日期之後，還是在 上一活動期限之後。
安排活動前，可更改此 排期 欄位的資訊。
完成所有配置後，按一下 儲存。
備註
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 plans are preconfigured sequences of activities. When an activity plan is launched, every activity in the sequence is scheduled automatically.
To create a new plan, navigate to . Click New at the top-left of the page to open a blank Lead Plans form.
Enter a name for the new plan in the Plan Name field. On the Activities to Create tab, click Add a line to add a new activity.
Select an Activity Type from the drop-down menu. Click Search More to see a complete list of available activity types, or to create a new one.
Next, in the Summary field, enter any details to describe the specifics of the activity, including instructions for the salesperson or information due upon the completion of the activity. The contents of this field are included with the scheduled activity, and can be edited later.
In the Assignment field, select one of the following options:
Ask at launch: activities are assigned to a user when the plan is scheduled.
Default user: activities are always assigned to a specific user.
If Default user is selected in the Assignment field, choose a user in the Assigned to field.
小訣竅
Activity plans can feature activities that are assigned to default users and users assigned at the plan launch.
Next, configure the timeline for the activity. Activities can be scheduled to occur either before the plan date or after. Use the Interval and Units fields to set the deadline for this activity. Lastly, in the Trigger field, select whether the activity should occur before or after the plan date.
Example
An activity plan is created to handle high priority leads. Specifically, these leads should be contacted quickly, with a meeting scheduled within two days of the initial contact. The plan is configured with the following activities:
Email two days before plan date
Meeting zero days before plan date
Make quote three days after plan date
Upload document three days after plan date
Follow-up five days after plan date
This sets the plan date as the meeting deadline, which is the objective of the plan. Before that date, there is lead time to contact the customer and prepare for the meeting. After that date, the salesperson has time to create a quote, upload the document, and follow-up.
Repeat these steps for each activity included in the plan.
Launch an activity plan¶
To launch an activity plan on a CRM opportunity, navigate to and click on the Kanban card of an opportunity to open it.
At the top-right of the chatter, click Activities to open the Schedule Activity pop-up window.
In the Plan field, select the desired activity plan to launch. This generates a Plan summary, listing out the activities included in the plan. Select a Plan Date using the calendar popover. This updates the Plan summary with deadlines based on the intervals configured on the activity plan.
Select a user in the Assigned To field. This user is assigned to any of the activities on the plan were configured with Ask at launch in the Assignment field.
点击 计划。
除了每项活动外，计划的细节也会添加到沟通栏中。
也參考