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Appointments

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Creating Opportunities

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In this video, learn how to capture opportunities when scheduling Appointments with the Appointments app. 00:00 - Intro 00:45 - Setting up appointment type 02:31- Booking an appointment 04:03 - Viewing the opportunity in the CRM **Check out more Odoo tutorials** - Website playlist: https://www.youtube.com/playlist?list=PL1-aSABtP6AC17NTxZVcMZ79jn4zSb-A8 **App documentation** - Appointments: https://www.odoo.com/documentation/18.0/applications/productivity/appointments.html **See what Odoo can do for you!** - Schedule a demo:  [https://www.odoo.com/r/lTfj] - Start a free trial: [https://www.odoo.com/r/J2u]

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1. Where can you enable the “Create Opportunity” feature for an appointment type?
On the CRM dashboard. In the Questions tab. In the Options tab. In the Scheduling window.
2. Which app- other than Appointments- must be installed in order to use the “Create Opportunity” option?
Invoicing. Project. Sales. CRM.
3. What happens to the answers provided in the Questions tab when a customer books an appointment?
They are sent as an email to the sales team They are included on the CRM opportunity. They are stored only on the website. They are visible only to the appointment’s assigned user.