Schedule activities | Getting Started – CBMS Odoo ERP

Schedule activities | Getting Started – CBMS Odoo ERP

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0 minutes, 34 seconds Read

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at

In this video, learn how to Schedule Activities with Odoo!

0:00 – Introduction
1:02 – Odoo CRM Dashboard
1:52 – My Activities
2:51 – Activities in an Opportunity
4:19 – Scheduling a New Activity
6:20- Activity Configuration (Activity Type)
8:40 – Schedule a New Activity with Activity Type
9:39 – Activities in the Pipeline
10:52 – Pipeline in List View

Other lessons related to this video:

-Chatter Basics :
-Odoo Discuss: Direct Messages & Voice/Video Calls :
-Odoo Calendar :

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#Schedule #activities #Started

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2 Comments

  1. avatar
    @TeraMason-n9q says:

    I don't know if comments are permitted, but I have to say I find most of the Getting Started videos totally disappointing. It's like there's not been a basic introduction to orienting ourselves with the software and how to get started. Most of the videos dive in assuming we already know so much. This is the second getting started video in a row that instead of going through the app that it appears the video is about, you start in the CRM. I can't even figure out how to set up or assign an activity, and I have to sit here for 11 minutes and STILL not understand. I have felt like this with quite a few of your "e-learning" tools. If you want me to be able to sell your product, I think you would do well to orient the uninitiated on a gentler gradient. Just my thoughts.

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