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.
注解
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.
注解
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.
活动设置¶
动作¶
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.
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
The actions available for an activity type may vary depending on the applications currently installed in the database.
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¶
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.
注解
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.
注解
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.
下一个活动¶
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¶
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。
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。
Trigger the next activity¶
当某个活动的 链式类型`设置为 :guilabel:`触发下一个活动`时，将该活动标记为*完成*将立即启动 :guilabel:`触发 字段中列出的后续活动。
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。
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.
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.
保持管道的及时更新与交互追踪的准确性，是实现管道最大效用的关键。
活动方案¶
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.
从下拉菜单中选择 活动类型。点击 搜索更多 查看可用活动类型的完整列表，或创建一个 新的。
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.
在 分配 字段中，选择以下选项之一：
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.
如果 分配 字段中选择了 默认用户，则在 分配给 字段中选择一个用户。
小技巧
活动方案可包含分配给默认用户以及在方案启动时指定用户的活动。
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
创建了一个用于处理高优先级潜在客户的活动方案。具体来说，这些潜在客户需要被快速联系，并在初次接触后两天内安排会议。该方案配置了以下活动：
在方案日期 之前 2 天发送邮件
在方案日期 之前 0 天安排会议
在方案日期**之后**3 天制作报价单
在方案日期**之后**3 天上传文件
在方案日期**之后**5 天进行跟进
这将把*方案日期*设定为会议截止日期，也就是该方案的目标。在此日期之前，有时间联系客户并为会议做准备。在此日期之后，销售人员有时间创建报价单、上传文件和进行跟进。
对方案中包含的每个活动重复这些步骤。
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.
