Utilize activities for sales teams¶
活动 是与 Odoo 数据库中的记录相关联的后续任务。可以在数据库中包含聊天对话串、看板视图、列表视图或应用程序活动视图的任何页面上安排活动。
Planned Activities for Leads and Opportunities.¶
活动类型¶
CRM 应用程序中提供一组预配置的活动类型。要查看可用活动类型列表，请导航至 。
注解
数据库中还有其他活动类型，可通过不同的应用程序使用。要访问活动类型的完整列表，请访问 ，然后滚动到 讨论 部分，并点击 活动类型。
CRM 应用程序的预设活动类型如下：
:guilabel:电子邮件`：在聊天中添加提醒，提示销售人员发送电子邮件。
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: adds a general reminder task to the chatter.
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.
注解
If other applications are installed, such as Sales or Accounting, other activity types are made available in the CRM app.
创建新活动类型¶
要创建新活动类型，请点击页面左上角的 新建，打开空白表单。
At the top of the form, start by choosing a Name for the new activity type.
活动设置¶
动作¶
操作 字段指定了活动的意图。某些操作会在计划活动后触发特定行为。
如果选择:guilabel:
上传文档，则会在聊天记录中的计划活动中直接添加上传文档的链接。如果选择了 电话呼叫 或 会议，用户就可以选择打开日历，为该活动安排时间。
如果选择 请求签名，则会在聊天记录中的计划活动上添加链接，弹出签名请求窗口。
注解
可选择的活动类型上的操作，会根据当前安装在数据库中的应用程序而有所不同。
默认用户¶
要在计划此活动类型时将此活动自动分配给特定用户，请从 默认用户 下拉菜单中选择一个名称。如果此字段留空，活动将分配给创建活动的用户。
默认摘要¶
要在创建此活动类型时包含备注，请在 默认摘要 字段中输入备注。
注解
创建活动时，将包含 默认用户 和 默认摘要 字段中的信息。但是，可以在计划或保存活动之前更改它们。
下一个活动¶
要在活动标记完成后自动建议或触发新活动，必须设置 连锁类型。
建议下一个活动¶
在 链接类型 字段中，选择 建议下一项活动。执行此操作后，下面的字段就会变为 建议。点击:guilabel:建议 字段下拉菜单，选择要推荐作为此活动类型后续任务的任何活动。
在 时间安排 字段中，为这些活动选择默认截止日期。为此，请配置所需的 日、 周 或 月 数目。然后，决定它应该发生在 完成日期之后，还是在 上一个活动截止日期之后。
安排活动前，可更改此:guilabel:排期 字段的信息。
完成所有配置后，单击 保存。
注解
如果活动的 连锁类型 设置为 建议下一个活动，且 建议 字段中列出了活动，则会向用户显示后续步骤的活动建议。
触发下一个活动¶
将 连锁类型 设置为 触发下一个活动，在活动完成后，会立即启动下一个活动。
如果在 连锁类型 字段中选择了 触发下一个活动，下方的字段将变为 触发器。从 触发器 字段下拉菜单中，选择此活动完成后应启动的活动。
在 时间安排 字段中，为这些活动选择默认截止日期。为此，请配置所需的 日、 周 或 月 数目。然后，决定它应该发生在 完成日期之后，还是在 上一个活动截止日期之后。
安排活动前，可更改此:guilabel:排期 字段的信息。
完成所有配置后，单击 保存。
注解
When an activity has the Chaining Type set to Trigger Next Activity, marking the activity as Done immediately launches the next activity listed in the Trigger field.
活动追踪¶
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 . 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.
小技巧
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.
Example
An activity plan is created to handle high priority leads. Specifically, these leads should be contacted quickly, with a meeting scheduled within two days of the initial contact. The plan is configured with the following activities:
Email two days before plan date
Meeting zero days before plan date
Make quote three days after plan date
Upload document three days after plan date
Follow-up five days after plan date
This sets the plan date as the meeting deadline, which is the objective of the plan. Before that date, there is lead time to contact the customer and prepare for the meeting. After that date, the salesperson has time to create a quote, upload the document, and follow-up.
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 and click on the Kanban card of an opportunity to open it.
At the top-right of the chatter, click Activities to open the Schedule Activity pop-up window.
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.
点击 计划。
除了每项活动外，计划的细节也会添加到沟通栏中。
参见