CRM Basics
Completed
CRM Scheduling Activities | Odoo CRM
In this video, learn how to schedule activities on Odoo's CRM app! We'll walk you through creating an activity from a sales opportunity as well coordinating events and meetings with your client and team.
TIMESTAMPS
00:00 Intro
00:48 CRM Pipeline
01:02 Activities Overview (icons, deadlines, status, etc.)
02:13 Schedule an activity
03:12 Activity-Calendar integration to schedule events
04:03 Share Availability
04:44 Opportunity chatter
05:03 Attendee POV: Scheduling event
05:45 Outro
**Check out more Odoo tutorials**
- CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM
- CRM Basics Tutorial pt. 1: https://youtu.be/3sBjQKFcRWs
- CRM Basics Tutorial pt. 2: Coming soon!
**App documentation**
- CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html
**See what Odoo can do for you!**
- Schedule a demo: https://www.odoo.com/r/pI59
- Start a free trial: https://www.odoo.com/r/4DC
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