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.
Note
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.
Note
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.
Paramètres des activités¶
Action¶
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.
Si vous sélectionnez Charger un document, un lien pour charger un document s’ajoute directement à l’activité planifiée dans le chatter.
Si vous sélectionnez Appel téléphonique ou Réunion, les utilisateurs ont l’option d’ouvrir leur calendrier pour programmer une heure pour cette activité.
Si vous sélectionnez Demander une signature, un lien est ajouté à l’activité planifiée dans le chatter permettant d’ouvrir une fenêtre contextuelle de demande de signature.
Note
The actions available for an activity type may vary depending on the applications currently installed in the database.
Utilisateur par défaut¶
Pour assigner cette activité automatiquement à un utilisateur spécifique lorsque ce type d’activité est planifié, choisissez un nom dans le menu déroulant Utilisateur par défaut. Si ce champ est laissé vierge, l’activité est assignée à l’utilisateur qui a créé l’activité.
Résumé par défaut¶
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.
Note
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.
Note
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.
Activité suivante¶
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¶
Si le Type de chaînage de l’activité est défini sur Suggérer l’activité suivante et des activités sont répertoriées dans le champ Suggérer, les utilisateurs reçoivent des recommandations d’activités pour les étapes suivantes.
Dans le champ Type de chaînage, sélectionnez Suggérer l’activité suivante. Le champ situé en dessous devient alors Suggérer. Cliquez sur le menu déroulant Suggérer pour sélectionner les activités à recommander comme tâches de suivi pour ce type d’activité.
Trigger the next activity¶
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.
Le fait de définir le Type de chaînage sur Déclencher l’activité suivante permet de lancer immédiatement l’activité suivante une fois que la précédente est terminée.
Si vous sélectionnez Déclencher l’activité suivante dans le champ Type de chaînage, le champ situé en dessous devient Déclencher. Dans le menu déroulant du champ Déclencher, sélectionnez l’activité qui doit être lancée une fois que cette activité est terminée.
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.
Activity tracking¶
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 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.
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, 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.
In the Assignment field, select one of the following options:
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.
Astuce
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
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.
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.
Voir aussi