08 Apr

What a company aims to achieve , by using Odoo CRM ?  Yes. Its crystal clear.

With Odoo CRM, the job should be much easier than before for the entire team. All the users including Sales Manager, Team leader should have a direct overview of ongoing performance of the department. All the sales activities should be centralised and should be controlled by a single solution - CRM. Also should be able get clear picture about the activities to be held on next 7 days. Using a CRM, when compared to last month's invoicing target, this month's target should be overachieved. A Business Forecasting should be possible based on the leads and opportunities.

To achieve all these, Odoo CRM has introduced a lot of features and functionalities.  Only a few of them will be mentioned here.

Scheduling an activity and Assigning it, in Odoo CRM

Management of the sales team has much importance in every companies.  All the team members of the sales team will have some assigned tasks either by themselves or by their team leader or manages.  Those tasks or activities should be completed without failure as if there is any delay means, the genuine opportunity may be lost. So the sales managers will be much cautious on the scheduled activities of the sales team members.

In Odoo CRM, next actions can be scheduled on all the leads or opportunities. If a customer wanted to call them on next week, it should be entered as the next action with a specified date. Also it can be noted as description that what should be discussed with the customer, or how ended the last call etc.

When the user login to Odoo CRM, he /she can get complete picture of the activities to be done today in a pipeline view

A team member will have to do hundreds of tasks to be done.

In Odoo CRM, it is much easy to schedule an activity such as Call, Email, Meeting, etc.

Odoo CRM Scheduled Activity

How to schedule a task in Odoo 13 ?

 

Click on Schedule Activity option

Odoo Schedule Task P1

 

 

  • Select the activity type such as Call / Email / Meeting /etcc
  • Choose the date on which the task should be done
Odoo Schedule Task P2

Once its added, it will be added to the task list.

Also, it is possible to schedule a task against a lead or opportunity and it can be assigned to any team member.

  • Select the activity type.
  • Choose the team member to assign the activity
  • If any instructions are to be provided, mention them in description box
Odoo Schedule Task P3

 

Once its scheduled, the activity will be added in assigned person’s task list

Odoo CRM Assign Task P4

 

Also, the will  be sent to the assigned team member as an email . By clicking on  ‘ View Lead/Opportunity ‘  the  person will be able to proceed to the lead directly.

Odoo AssignTask P5

Colored notification about the scheduled activities.

It is important that all the activities  scheduled regarding all the leads to be done perfectly on time. Mostly , the sales manager or team leader always want to make sure about it.  Odoo has an attractive feature for it.

In Odoo CRM,  sales manager can have the view of every leads with their current status. On the top of all the stages of the leads,  he can see the color line, based on the activities as below

Odoo CRM Scheduled Task Notification
Odoo CRM Color notification 1

If line is entirely in green color as on this image, some actions have planned for next day. So no need to get worried about them, but should have idea about those planned activities

Odoo CRM Color notification 2

If there is yellow colored part in that line as seen in picture, it means, some actions to be done today itself. Also total number of the due activities will be displayed when cursor is on it

Odoo CRM Color notification 3
Odoo CRM Color notification 4

If there is a red colored part  as seen, it means that some activities are overdue.  The team leader or manager can take immediate action to avoid revenue loss due to failure of the actions

The Gray color says that no activities are scheduled for some leads

Once a task is done, its color will be changed to green.

This nice feature of Odoo CRM helps all the users of it to make sure  all their activities are done on time and he will be able to analyze the performance of the entire team quickly.

Create Log

Sometimes any member of the sales team wants to note a log for any lead or opportunity.  Also that  information should be shared to a person who is not in sales department

For creating the log , just open the log note entry box and enter the details

Odoo CRM Log Note 2

It is possible to attach any file or add a smiley with the log note.

Also if the information should be shared with any other person, need to add his name with ‘@’ as below

Odoo CRM Log Note 3

The person, who has been mentioned in log will receive all the details including attachments as an email.

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