Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Every opportunity in the system has an associated 'Next Activity' - such as an Email, Quote, Call or Task.
These can be defined by Sales Team, can be chained together, and can have default numbers of days between them:
You can create any type of Activity, and series of Activities that match your process for closing Opportunities.
Activities show up on the dashboard - so you are always reminded when you said you wanted to complete them.
(Although the screenshot is from the Enterprise Edition, the same functionality is available with the Community Edition).
If you still want Tasks, install the Project module. You can create an Internal Project and add Tasks to that.
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 1/19/16, 3:06 PM|
|Seen: 879 times|
|Last updated: 1/21/16, 4:55 PM|