Adds action management in CRM
This module was written to extend CRM features. It delivers new object named "Actions" to follow history around leads and opportunities.
Just install the module as usual (it only depends on the native crm module).
Go to the menu Sales > Configuration > Leads & Opportunities > Action Types and create action types.
If you want to have a daily email reminder of your CRM actions to do, go to the menu Settings > Technical > Automation > Scheduled Actions and activate the action CRM Action email reminder (it is inactive by default). You can customize the email template in the menu Settings > Technical > Email > Templates and select the email template named CRM Action reminder.
To use this module, you need to :
- create a lead or an opportunity,
- create a new action by using the Actions button,
- when the action is done, click on the button Mark as done.
You can overview all actions for any lead or opportunity with the Actions menu entry. On the form view of an opportunity, you can see the next action to do and there is also a button to mark it as done (it will immediately display the new next action to do).
Known issues / Roadmap
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.