Odoo 14 Community Edition

Schedule Activity

It is possible in Odoo to view all the scheduled activity that comes under a lead directly from the CRM dashboard. This feature allows you to track the scheduled activity. You can schedule an activity directly from the CRM dashboard where you can view a clock icon in each of the opportunities and lead present. If you click on this icon you will get the Schedule Activity window.

Odoo 14 CRM Module

Now you can click on the Schedule an activity tab and you will be navigated to the schedule activity window as the image of the window is shown below. In this window, you can allocate the Activity Type, Summary, along with the Due date and responsible person.

The new leads can be added to the Odoo CRM dashboard by clicking on the + icon available on the top right corner of each stage in the pipeline. The image of the pop-up window is depicted below where you can allocate the contact information along with the expected revenue and priority. Then you can select the Add button.

Odoo 14 CRM Module

So far we discussed the various operations of the CRM module and now let us have a look at how the platform manages the lost opportunities.



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