CRM activities and activity plans¶
Within the CRM app, activities are follow-up tasks tied to leads and opportunities that are visible in the chatter. A set of preconfigured activity types is available in the CRM app, but custom activity types may also be created to suit business needs. To view the list of available activity types in the CRM app, open the app and navigate to . This page shows both Odoo-created activities and any custom activities.
Catatan
Different applications support different activity types. To see the complete list of activity types, go to the , then scroll to the Discuss section, and click the Activity Types link.
Default and custom activity types¶
The preconfigured activity types for the CRM app are:
Email: Adds a reminder to the chatter prompting the salesperson to send an email.
Call: Opens a calendar link where the salesperson can schedule a phone call.
Meeting: Opens a calendar link where the salesperson can schedule a meeting.
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.
Catatan
If other Odoo applications are installed, such as Sales or Accounting, additional activity types may appear in the CRM app's Activity Types page.
Create a custom activity type¶
To create a custom activity type, navigate to the Activity Types page and click New at the top-left of the page to open a blank form. Start by entering a Name for the new activity type.
Pengaturan kegiatan¶
Tindakan¶
The Action field specifies what action the activity prompts from the salesperson assigned to the opportunity. Some actions trigger specific behaviors after an activity is scheduled instead of when the activity is added to an opportunity.
Bila Unggah Dokumen dipilih, link untuk mengunggah dokumen ditambahkan langsung ke kegiatan yang direncanakan di chatter.
Bila baik Panggilan telepon atau Meeting dipilih, user memiliki opsi untuk membuka kalender mereka untuk menjadwalkan waktu untuk kegiatan ini.
Bila Permintaan Tanda Tangan dipilih, link ditambahkan ke kegiatan yang direncanakan di chatter yang membuka jendela pop-up permintaan tanda tangan.
Catatan
The actions available for an activity type may vary depending on the applications currently installed in the database.
User default¶
Untuk secara otomatis menugaskan kegiatan ini ke user tertentu saat tipe kegiatan ini dijadwalkan, pilih nama dari menu drop-down :guilabel:`User Default `. Bila field ini dibiarkan kosong, kegiatan ini akan ditugaskan ke user yang membuat kegiatan.
Ringkasan default¶
The Default Summary serves as the title for activities when choosing them on opportunities and leads. These will be visible to users such as salespeople and managers, whereas the Name at the top of an Activity Type form is how the activity appears within the CRM app's configuration.
Schedule¶
Set a default deadline for the custom activity in the Schedule field. To do so, configure the desired number of days, weeks, or months. Then, decide if the deadline should occur after previous activity completion date or after previous activity deadline.
Catatan
The default setting of after previous activity deadline means the date the deadline is set for, regardless of whether or not the deadline was actually met. To ensure that an activity is scheduled only when the preceding activity is complete, use the after previous activity completion date option.
Default Note¶
To include notes whenever this activity type is created, enter them into the Default Note field. This can be used to include instructions for another user, as in the sample text in this field.
Catatan
The information in all of the preceding fields is automatically included when an activity is created within an opportunity. However, the info can still be altered before the activity is scheduled or saved.
Kegiatan berikutnya¶
To automatically suggest or trigger a new activity after an activity has been marked complete, the Chaining Type must be set.
Suggest the next activity¶
Bila kegiatan memiliki Chaining Type yang ditetapkan menjadi Sarankan Kegiatan Berikutnya, dan memiliki kegiatan yang didaftarkan di field Saran, user diberikan rekomendasi untuk kegiatan sebagai langkah berikutnya.
Di field Chaining Type, pilih Sarankan Kegiatan Berikutnya. Setelah melakukan itu, field di bawah berubah menjadi Saran. Klik menu drop-down Saran untuk memilih kegiatan apa pun untuk disarankan sebagai task follow-up untuk tipe kegiatan ini.
Trigger the next activity¶
Saat kegiatan memiliki Tipe Rantai yang ditetapkan sebagai Picu Kegiatan Berikutnya, menandai kegiatan sebagai Selesai langsung meluncurkan kegiatan berikutnya yang tertulis di field Picu.
Menetapkan Chaining Type menjadi Picu Kegiatan Berikutnya langsung meluncurkan kegiatan berikutnya setelah yang sebelumnya selesai.
Bila Picu Kegiatan Berikutnya dipilih di field Chaining Type, field di bawah berganti menjadi: Picu. Dari field menu drop-down Picu, pilih kegiatan yang harus diluncurkan setelah kegiatan ini selesai.
Email templates¶
Select or create an email template to be suggested when the activity is added to an opportunity. The template will appear alongside the activity in the chatter and can be sent as-is or edited by a user.
Pelacakan kegiatan¶
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.
Pipeline paling efektif saat dijaga up-to-date dan akurat sesuai dengan interaksi yang dilacak.
Rencana kegiatan¶
Activity plans are preconfigured sequences of activities. When an activity plan is launched, every activity in the sequence and any activities set to trigger off of activities within the sequence are scheduled automatically.
To create a new plan, navigate to . Click New at the top-left of the page to open a blank Lead Activity 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.
Pilih Tipe Kegiatan dari menu drop-down. Klik Cari Lebih Banyak untuk melihat daftar lengkap tipe kegiatan yang tersedia, atau untuk membuat kegiatan baru.
Next, in the Summary field, either leave this blank to use activity's Default Summary or enter a new summary of what the activity entails. Entering a new summary does not overwrite an existing Default Summary. The contents of this field are included with the scheduled activity, and can be edited later.
Di field Penugasan, pilih salah satu opsi berikut:
Ask at launch: Activities are assigned to a user when the plan is scheduled. By default, they will be assigned to the user creating the activity, even if they're not the user responsible for the opportunity the activity is being created on.
Default user: Activities are always assigned to a specific user.
Bila User default dipilih di field Penugasan, pilih user di field Ditugaskan ke.
Tip
Rencana kegiatan dapat memiliki kegiatan yang diberikan ke user default dan user yang diberikan saat pelaksanaan rencana.
Next, configure the timeline for the activity. Activities can be scheduled to occur either before the plan date or after. Scheduling activities before the plan date can be useful for activities scheduled in the future that require some preparation beforehand. 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
Rencana kegiatan dibuat untuk menangali lead berprioritas tinggi. Secara spesifik, lead-lead ini harus dihubungi dengan cepat, dengan meeting yang dijadwalkan dalam dua hari dari kontak pertama. Rencana dikonfigurasi dengan kegiatan-kegiatan berikut:
Email dua hari sebelum tanggal rencana
Meeting nol hari sebelum tanggal rencana
Buat penawaran tiga hari setelah tanggal rencana
Unggah dokumen tiga hari setelah tanggal rencana
Follow-up lima hari setelah tanggal rencana
Ini menetapkan tanggal rencana* sebagai deadline meeting, yang adalah tujuan rencana. Sebelum tanggal tersebut, terdapat waktu tunggu untuk menghubungi pelanggan dan menyiapkan meeting. Setelah htanggal, salesperson memiliki waktu untuk membuat penawaran, mengunggah dokumen, dan follow-up.
Ulangi langkah-langkah ini untuk setiap kegiatan yang termasuk di rencana.
Use an activity plan¶
To use an activity plan with a CRM opportunity, navigate to and click on the Kanban card of an opportunity to open it.
Above the opportunity's chatter, click Activity to open the Schedule Activity pop-up window.
In the Plan field, select the desired activity plan to launch from the section above the individual activities. This generates a Plan Summary, listing out the activities included in the plan. Select a Due Date using the calendar popover. This automatically updates the Plan summary with deadlines based on the intervals configured in the activity plan.
Select a user in the Responsible field. This user is assigned to any of the activities on the plan that were configured with Ask at launch in the Assignment field.
Click Schedule. The details of the plan are added to the Planned Activities section of the chatter, in addition to each of the activities that make up the plan.
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