March 2018
Beginner to intermediate
474 pages
12h 3m
English
Previously in Odoo 9, you really only tracked one action at a time. Now in Odoo 10, Odoo will automatically keep a historical log of the activities you take on a given opportunity. The Next Activity field allows you to specify what type of activity you need to do next on your opportunity. Currently, you are allowed to specify the activity as either a Call, Email, or Task that you need to perform. You can then specify the date of the task along with an optional note providing more details on the task.
Once you complete the task, you can use the Done link at the bottom of the Next Activity area to finish and set another activity to continue handling the opportunity. You can use the Cancel link to clear the activity.
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