Utilize activities for sales teams¶

กิจกรรม คือการติดตามงานที่เชื่อมโยงกับบันทึกในฐานข้อมูล Odoo กิจกรรมสามารถกำหนดเวลาได้ในทุกหน้าของฐานข้อมูลที่มีเธรดช่องแชท มุมมองคัมบัง มุมมองรายการ หรือมุมมองกิจกรรมของแอปพลิเคชัน

ประเภทกิจกรรม¶

A set of preconfigured activity types is available in the CRM app. To view the list of available activity types, navigate to the CRM app ‣ Configuration ‣ Activity Types.

The preconfigured activity types for the CRM app are as follows:

• อีเมล: เพิ่มคำเตือนในช่องแชทเพื่อแจ้งให้พนักงานขายส่งอีเมล

• Call: opens a calendar link where the salesperson can schedule time to call the contact.

• Meeting: opens a calendar link where the salesperson can schedule time to have a meeting with the contact.

• To Do: เพิ่มงานเตือนความจำทั่วไปลงในช่องแชท

• Upload Document: adds a link on the activity where an external document can be uploaded. Note that the Documents app is not required to utilize this activity type.

Create a new activity type¶

To create a new activity type, click New at the top-left of the page to open a blank form.

At the top of the form, start by choosing a Name for the new activity type.

Activity settings¶

การดำเนินการ¶

The Action field specifies the intent of the activity. Some actions trigger specific behaviors after an activity is scheduled.

• หากเลือก อัปโหลดเอกสาร ลิงก์สำหรับอัปโหลดเอกสารจะถูกเพิ่มไปยังกิจกรรมที่วางแผนไว้ในช่องแชทโดยตรง

• If either Phonecall or Meeting are selected, users have the option to open their calendar to schedule a time for this activity.

• หากเลือก ขอลายเซ็น ระบบจะเพิ่มลิงก์ไปยังกิจกรรมที่วางแผนไว้ในช่องแชท ซึ่งจะเปิดหน้าต่างป็อปอัปขอลายเซ็น

ผู้ใช้เริ่มต้น¶

To automatically assign this activity to a specific user when this activity type is scheduled, choose a name from the Default User drop-down menu. If this field is left blank, the activity is assigned to the user who creates the activity.

Default summary¶

To include notes whenever this activity type is created, enter them into the Default Summary field.

Next activity¶

To automatically suggest, or trigger, a new activity after an activity has been marked complete, the Chaining Type must be set.

Suggest next activity¶

In the Chaining Type field, select Suggest Next Activity. Upon doing so, the field underneath changes to: Suggest. Click the Suggest field drop-down menu to select any activities to recommend as follow-up tasks to this activity type.

In the Schedule field, choose a default deadline for these activities. To do so, configure a desired number of Days, Weeks, or Months. Then, decide if it should occur after completion date or after previous activity deadline.

This Schedule field information can be altered before the activity is scheduled.

When all configurations are complete, click Save.

Note

If an activity has the Chaining Type set to Suggest Next Activity, and has activities listed in the Suggest field, users are presented with recommendations for activities as next steps.

Trigger next activity¶

Setting the Chaining Type to Trigger Next Activity immediately launches the next activity once the previous one is completed.

If Trigger Next Activity is selected in the Chaining Type field, the field beneath changes to: Trigger. From the Trigger field drop-down menu, select the activity that should be launched once this activity is completed.

In the Schedule field, choose a default deadline for these activities. To do so, configure a desired number of Days, Weeks, or Months. Then, decide if it should occur after completion date or after previous activity deadline.

This Schedule field information can be altered before the activity is scheduled.

When all configurations are complete, click Save.

Activity tracking¶

To keep the pipeline up to date with the most accurate view of the status of activities, as soon as a lead is interacted with, the associated activity should be marked as Done. This ensures the next activity can be scheduled as needed. It also prevents the pipeline from becoming cluttered with past due activities.

The pipeline is most effective when it is kept up-to-date and accurate to the interactions it is tracking.

Activity plans¶

Activity plans are preconfigured sequences of activities. When an activity plan is launched, every activity in the sequence is scheduled automatically.

To create a new plan, navigate to CRM app ‣ Configuration ‣ Activity Plan. Click New at the top-left of the page to open a blank Lead Plans form.

Enter a name for the new plan in the Plan Name field. On the Activities to Create tab, click Add a line to add a new activity.

Select an Activity Type from the drop-down menu. Click Search More to see a complete list of available activity types, or to create a new one.

Next, in the Summary field, enter any details to describe the specifics of the activity, including instructions for the salesperson or information due upon the completion of the activity. The contents of this field are included with the scheduled activity, and can be edited later.

In the Assignment field, select one of the following options:

• Ask at launch: activities are assigned to a user when the plan is scheduled.

• Default user: activities are always assigned to a specific user.

If Default user is selected in the Assignment field, choose a user in the Assigned to field.

Tip

Activity plans can feature activities that are assigned to default users and users assigned at the plan launch.

Next, configure the timeline for the activity. Activities can be scheduled to occur either before the plan date or after. Use the Interval and Units fields to set the deadline for this activity. Lastly, in the Trigger field, select whether the activity should occur before or after the plan date.

Repeat these steps for each activity included in the plan.

Launch an activity plan¶

To launch an activity plan on a CRM opportunity, navigate to CRM app and click on the Kanban card of an opportunity to open it.

ที่ด้านบนขวาของช่องแชท คลิก กิจกรรม เพื่อเปิดหน้าต่างป็อปอัป กำหนดเวลากิจกรรม

In the Plan field, select the desired activity plan to launch. This generates a Plan summary, listing out the activities included in the plan. Select a Plan Date using the calendar popover. This updates the Plan summary with deadlines based on the intervals configured on the activity plan.

Select a user in the Assigned To field. This user is assigned to any of the activities on the plan were configured with Ask at launch in the Assignment field.

Click Schedule.

รายละเอียดของแผนจะถูกเพิ่มเข้าไปในช่องแชท นอกเหนือไปจากกิจกรรมแต่ละอย่าง