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.
Observera
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.
Observera
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.
Inställningar för aktiviteter¶
Åtgärder¶
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.
Om Upload Document är markerat läggs en länk för att ladda upp ett dokument direkt till den planerade aktiviteten i chattern.
Om antingen Phonecall eller Meeting har valts, har användarna möjlighet att öppna sin kalender för att schemalägga en tid för denna aktivitet.
Om Request Signature är markerat läggs en länk till den planerade aktiviteten i chatten som öppnar ett popup-fönster för signaturförfrågan.
Observera
The actions available for an activity type may vary depending on the applications currently installed in the database.
Standardanvändare¶
För att automatiskt tilldela denna aktivitet till en specifik användare när denna aktivitetstyp schemaläggs, välj ett namn från Default User rullgardinsmenyn. Om det här fältet lämnas tomt tilldelas aktiviteten till den användare som skapar aktiviteten.
Standard sammanfattning¶
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.
Observera
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.
Observera
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.
Nästa aktivitet¶
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¶
Om en aktivitet har Chaining Type inställd på Suggest Next Activity, och har aktiviteter listade i Suggest fältet, presenteras användare med rekommendationer för aktiviteter som nästa steg.
I fältet Chaining Type väljer du Suggest Next Activity. När du gör det ändras fältet nedanför till: Suggest. Klicka på rullgardinsmenyn Suggest för att välja aktiviteter som du vill rekommendera som uppföljningsuppgifter till denna aktivitetstyp.
Trigger the next activity¶
När en aktivitet har Chaining Type inställd på Trigger Next Activity, startar nästa aktivitet som anges i fältet Trigger omedelbart när aktiviteten markeras som Done.
Om du ställer in Chaining Type till Trigger Next Activity startar nästa aktivitet omedelbart när den föregående aktiviteten är slutförd.
Om Trigger Next Activity är markerat i fältet Chaining Type ändras fältet nedanför till: Trigger. I rullgardinsmenyn för fältet Trigger väljer du den aktivitet som ska startas när denna aktivitet är slutförd.
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.
Aktivitetsspårning¶
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.
Pipelinen är som mest effektiv när den hålls uppdaterad och stämmer överens med de interaktioner som den spårar.
Aktivitetsplaner¶
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.
Välj en Activity Type från rullgardinsmenyn. Klicka på Sök mer för att se en fullständig lista över tillgängliga aktivitetstyper, eller för att skapa en ny.
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.
I fältet Assignment väljer du något av följande alternativ:
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.
Om Default user har valts i fältet Assignment ska du välja en användare i fältet Assigned to.
Tips
Aktivitetsplaner kan innehålla aktiviteter som tilldelas standardanvändare och användare som tilldelas när planen lanseras.
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
En aktivitetsplan skapas för att hantera högprioriterade leads. Dessa leads ska kontaktas snabbt och ett möte ska bokas in inom två dagar efter den första kontakten. Planen konfigureras med följande aktiviteter:
E-post två dagar före planeringsdatum
Möte noll dagar före planeringsdatum
Lämna offert tre dagar efter planeringsdatum
Ladda upp dokument tre dagar efter planeringsdatum
Uppföljning fem dagar efter planeringsdatum
Detta innebär att planeringsdatumet fastställs som deadline för mötet, vilket är målet med planen. Före det datumet finns det ledtid för att kontakta kunden och förbereda mötet. Efter det datumet har säljaren tid att skapa en offert, ladda upp dokumentet och göra uppföljningar.
Upprepa dessa steg för varje aktivitet som ingår i planen.
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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