Module Odoo Basic Overview for Customer Concierge

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Scheduling Activities

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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

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