How to Automate Activities Using Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials
2Activity Types and Automating Them in Odoo CRM
Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” option in the “Configuration” menu.
You can see all of the activities with details like their “Name,” “Default Summary,” “Planned In,” and “Type” in a list view. As seen in the above screenshot, click the “New” button to create and manage a new activity.
Inside the displayed form view, you can edit the activity name in the “Name” field. The “Action” field will show you a variety of activities that can be useful for a business enterprise, such as “Upload Document,” “Meetings,” “Phone Call,” “Request Signature,” “Grand Approval,” “Reminder,” “Tax Reports” etc.
Creating an Automating Activity
Setting the “Action” as “Reminder” in the Activity Setting section, displaying trigger-specific behavior, and automatically marking it as done after uploading a document, then applying your “Default User” name and “Default Summary” of the activity.
You can choose either "Suggest Next Activity" or "Trigger Next Activity" as the "Chaining Type" action inside the "NEXT ACTIVITY" Tab. When you choose the required “Next Activity” option, a field will appear where you can recommend the next activity. When the current action is completed and marked as done, Odoo will then offer the previously specified one. You can provide the following activity in the “Trigger” field for “Trigger Next Activity.” Odoo will automatically start the following action when the current activity is finished. You can include email templates in the “Email Template” field to be utilized when sending emails to the concerned customers after this activity has been arranged with them.
The “Schedule” field allows you to specify the action's due date. Here, you can indicate how many days, weeks, or months must pass before this activity is carried out. The procedures below will make it simple for you to create new activity types in Odoo.
After the action specified in the "Action" box has been completed, the trigger activity will be automatically executed later. Apart from creating the activity through the “Configuration” menu, you can also create activities directly from the Kanban view of the Opportunities organized inside the “My Pipelines” window.
The Kanban view of the Pipeline window displays a list of all the leads that are currently available in your pipeline. Every lead is classified according to its stage, such as "New," "Qualified," "Proposition," and "Won." We can view the data for each pipeline from their Kanban view independently, as shown in the picture below. These data elements include Opportunity, Phone, Contact Name, Revenue, Priority, Tags, and so on.
You can click on the activity icon provided inside a pipeline's Kanban view to schedule an activity regarding that. Just click on the “+Schedule an activity” button displayed on the pop-up wizard. The scheduled activity opens in a wizard form, allowing users to add details and describe it in the summary option. A representative can also be specified with a specific deadline.
You have to provide the “Activity Type,” “Due Date,” “Assigned to,” and “Summary” of the schedule.
After completing the process, you can view an activity by navigating to the pipeline and selecting the clock icon to view the scheduled activity for today. Users can view all planned activities in the CRM, allowing them to viewClicking on the activity icon of the particular pipeline will show a dropdown window. To mark an activity as completed and check for future plans, select the “Done” option below the Schedule Activities section. The “Write feedback” area can be used to add feedback. Click the “Done” button to declare the activity as done. You can also schedule the next activity using the “Done & Schedule Next” button.
My Activities Menu
You can monitor and keep track of all the activities allocated under your responsibility using the "My Activities" option in the "Sales" menu.
You can see the planned activities from the chatter section of the window, and you can also mark the activity as done using the “Mark Done” option provided inside the Chatterbox, as shown below.
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