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.
참고
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.
참고
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.
활동 설정¶
추가 작업¶
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.
문서 업로드 를 선택하면 문서를 업로드할 링크가 메시지창에 있는 계획된 활동에 바로 추가됩니다.
전화 통화 또는 미팅 을 선택한 경우 캘린더를 열어서 활동 시간을 예약할 수 있습니다.
서명 요청 을 선택하면 메시지창에 있는 계획된 활동에 링크가 추가되며, 이 링크로 서명을 요청하는 팝업 창이 열립니다.
참고
The actions available for an activity type may vary depending on the applications currently installed in the database.
기본 사용자¶
이 활동 유형을 예약할 경우 특정 사용자에게 자동으로 활동이 배정되게 하려면 기본 사용자 드롭다운 메뉴에서 이름을 선택합니다. 이 항목을 비워두면 활동을 생성한 사용자에게 활동이 배정됩니다.
기본 요약¶
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.
참고
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.
참고
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.
다음 활동¶
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¶
활동에 대한 연결 유형 이 다음 활동 제안 으로 설정되어 있고 제안 항목에 활동이 입력되어 있는 경우에는 사용자에게 다음 단계로 추천하는 활동이 표시됩니다.
연결 유형 항목에서 다음 활동 제안 을 선택합니다. 선택하면 아래에 있는 항목이 제안 으로 변경됩니다. 제안 드롭다운 메뉴를 클릭하여 이 활동 유형의 후속 작업으로 추천할 활동을 선택합니다.
Trigger the next activity¶
활동의 연결 유형`을 :guilabel:`다음 활동 트리거 로 설정하면, 활동을 완료 로 표시하는 즉시 트리거 필드에 설정되어 있는 다음 활동이 시작됩니다.
연결 유형 을 다음 활동 트리거 로 설정할 경우 이전 활동이 완료되면 즉시 다음 활동이 시작됩니다.
연결 유형 을 다음 활동 트리거 로 선택하면 아래에 있는 항목이 트리거 로 변경됩니다. 이 활동이 완료되면 시작할 활동을 트리거 드롭다운 메뉴에서 선택합니다.
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.
활동 추적¶
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.
활동 계획¶
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.
드롭다운 메뉴에서 활동 유형 을 선택합니다. 더 보기 를 클릭하면 사용 가능한 활동 유형을 전체 목록으로 보거나 새 활동 을 만들 수 있습니다.
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.
배정 필드에서 다음 옵션 중 하나를 선택합니다.
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.
If Default user is selected in the Assignment field, choose a user in the Assigned to field.
팁
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. 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
우선순위가 높은 영업제안을 처리하기 위한 활동 계획이 생성됩니다. 특히 이와 같은 영업제안에게는 신속하게 연락해야 하며, 최초 연락 후 2일 이내에 미팅 예약을 해야 합니다. 다음과 같은 활동으로 계획을 구성합니다.
예정일 2일 전 에 이메일 보내기
예정일 0일 전 에 회의하기
예정일 3일 후 견적 작성하기
예정일 3일 후 문서 업로드하기
예정일 5일 후 에 후속 조치하기
계획일 을 계획의 목표인 회의 마감일로 설정합니다. 해당일 이전에는 고객에게 연락하고 회의를 준비할 수 있는 리드 타임이 있습니다. 해당일 이후에는 영업 담당자가 견적서를 작성하고 문서를 업로드하며 후속 조치를 취할 시간을 가지게 됩니다.
계획에 있는 각 활동에 대해 이 단계를 반복합니다.
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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