I WANT TO KNOW HOW TO MENTION DATE AND TIME TO ANY FOLLWUP OR ACTIVITY
SO THAT I CAN GET REMINDER OF THAT INQ
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Hi,
To set up date and time reminders for follow-ups in Odoo CRM:
- Log in and go to the CRM module.
- Select the relevant record.
- Use the 'Schedule Activity' option in the chatter section.
- Choose the activity type (e.g., Call, Meeting).
- Set the due date and time.
- Add any necessary details.
- Set a reminder for a specific time before the activity.
- Save the activity.
This ensures you receive timely notifications for your follow-ups and tasks.
