Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Plan Your Activities and Get Organized

Planning activities is the ideal method to keep on track with your work. Get helped to remember what should be done and plan the following activities to attempt.

Your activities are accessible any place you are in Odoo. It is seamless to manage priorities needs.

Activities can be arranged and overseen from the chatters or in the Kanban views. Here is a case for opportunities:

You can without much of a stretch make a lead from the CRM pipeline itself. You should simply CLICK the + BUTTON defined in the pipeline organize.

Odoo likewise enables to you make new and distinctive pipeline stages as indicated by your need. You click the Add a Column choice laid there.


Odoo enables you to track the activities in the least complex manner. Activities can be tracked on each and every archive. One can view the exercises like – activities in due, or activities to be performed today or in future.

Activities can be followed from two spots i.e. from both Kanban card and from the form view.


By default, Odoo brings in several generic activity types such as call, email, meeting and so forth. If the user needs to set a new activity, he can go to Settings ? General settings ? Activity types.

Schedule meetings

Activities usually get planned for certain/specific days. However, in case, if you would like to set hours for your activity, under Odoo 13 CRM, you can go with the Meeting activity type.

Under the Meeting Activity Type, a calendar opens up for setting a preferred time slot.

Schedule chain of activities to follow

With Odoo 13, the user can easily plan their flow of activities. For that Go to Configuration ? Activity Types.

Later set the common following steps as Recommended next activities.

Once your activity finishes, select Done & schedule next. The action triggers for next steps automatically.

One would also be able to plan the following action for your lead. Odoo provisions next movement alternatives like Email, Call, Meeting, Follow up Quote, Call for Demo and so on.


It is quite common to lose certain opportunities in business. However, you need to monitor the reasons why you lost them. Odoo can help you in recuperating them later on.

Mark a lead as lost

While in your pipeline, select any opportunity you need and you will see a Mark Lost button.

You would then be able to choose a current Lost Reason or make another one in that spot.

Manage & create lost reasons

One can define their Lost Reasons under Configuration ? Lost Reasons.

One can also select and rename the enlisted as well as make a new one from the spot.

Retrieving Lost Opportunities

In order to retrieve your lost opportunities and conduct certain actions on them (send an email, make a feedback call, etc.), go to the Lost filter in the search bar.

There you can see all the lost opportunities.

Add a filter on the Lost Reason to refine the.

For Example, Too Expensive.

Restore lost opportunities

From the Kanban view with the filter(s) set up, one can choose any opportunity you wish and work on it of course.

You can likewise reestablish it by clicking on Archived.

You can likewise reestablish/restore things in batch from the Kanban view when they have a place with a similar stage. Select Restore Records in the column options. You can likewise archive the similar way.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message