CRM
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CRM Basics
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Lead Generation
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Lead Management
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Activities
In this video you'll learn how to manage your activities on Odoo.
Managing a growing number of customer relationships can quickly get out of hand. Utilizing Activities in Odoo CRM allows easy tracking and scheduling follow-up activities for every stage of the pipeline, ensuring that no customer gets forgotten.
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1.
Can you see if an opportunity has an activity planned from the pipeline kanban view?
4.
What happens when you click on a colored bar at the top of a stage in the Kanban view?
It displays all of the opportunities in the pipeline that have an activity status in the selected color, regardless of the stage.
You are redirected to a list view of all the activities corresponding to that color.
It allows you to mark all the activities as done.
It displays the opportunities in that stage that have an activity status in the selected color, and the expected amount is updated.
5.
How can you mark an activity as “Done” from the Kanban view?
6.
How can you get a list view of all the scheduled activities?
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