A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]
In Odoo, we can schedule activities or planning of tasks based on a model.In some cases, we need to plan activities based on each record or data.Here ,in this video it describes how to schedule an activity within each form view in Odoo. How to schedule activity How to schedule activity in Odoo 14 Schedule […]
This video explains ‘How to Create Activity Types in Odoo14 Community’. When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team […]
Auto Activity Scheduling for Payment Follow-up is the latest feature added in the Accounting module Odoo14.In Accounting we used to create follow-up levels and maintain customer follow-up reports that help a business to identify the due and delayed payments and to send appropriate reminders to the customers on due. Auto activity scheduling is used to […]