Module Odoo Basic Overview for Customer Concierge

0 %

Course content

Uncategorized

Scheduling Activities

10 XP

Prev Set Done Next

Fullscreen

About
Statistics
Share

Views
14	Total Views
0	Members Views
14	Public Views

Share on Social Networks

Share Link

Use permanent link to share in social media

Share by mail

Please login to share this document by email.

1. What is the purpose of scheduling an activity in Odoo?

To change customer order priority To set a reminder to complete a task like follow-ups or calls To send a quote to the customer To assign products to a vendor

2. Where can you access your assigned activities in the CRM?

Under the “Products” tab By clicking the small clock icon in the upper right corner Through the calendar module Inside the Vendor Management section

3. What do the sections LATE, TODAY, and FUTURE represent in the Activities screen?

Types of customers When the activities are due Vendor shipping categories CRM user groups

4. What must you select when creating a new activity?

Project code and department Activity type, reason, summary, due date, assigned to, and notes Customer budget and location Approval level and manager's name

5. What happens when you click “Done & Schedule Next” after finishing an activity?

The activity is canceled A report is printed The current task is completed and a follow-up is created The customer is automatically emailed

Our Products & Services

Home

Connect with us

Contact us
717-558-5975
no-reply@mclpcb.com

Millennium Circuits Limited - About us

We are a team of passionate people whose goal is to improve everyone's life through disruptive products. We build great products to solve your business problems.

Our products are designed for small to medium size companies willing to optimize their performance.

- Create a free website