Activities & Follow-ups

Odoo ships with standard activity types:

• Email — reminder to send an email
• Phone Call — reminder to call
• Meeting — creates a Calendar event
• Document — reminder to upload a document
• Upload Document — for document requests via the portal

Each type has a default deadline (e.g., Phone Call = 1 day, Meeting = 10 days) that can be customised.

Go to CRM → Configuration → Activity Types (with developer mode) or Settings → Technical → Activity Types to create custom types — e.g., “LinkedIn Outreach”, “Demo Scheduled”, “Contract Review”.

Open any opportunity. In the chatter (right side), click Activities → Schedule an Activity.

In the dialog:

• Activity Type — select Call, Email, Meeting, etc.
• Summary — a short title visible on the Kanban card (e.g., “Send pricing proposal”)
• Due Date — when this must be done by
• Assign to — defaults to yourself; reassign to a colleague if needed
• Notes — context or talking points

Click Schedule. An activity indicator (coloured icon) appears on the opportunity’s Kanban card.

Your daily activity queue is your most important CRM view.

Click Activities in the CRM top menu (or use the global activity icon in the top bar).

This shows all your scheduled activities sorted by due date. For each activity:

• Mark Done — logs it in the chatter and optionally schedules the next activity
• Edit — change the due date or reassign
• Cancel — remove the activity without logging it

Pro workflow: Start each morning with the activity queue. Work through overdue and today’s activities before checking email.

After completing a call or meeting, log the outcome to keep the opportunity history complete.

Click Mark Done on the activity. A dialog prompts for:

• Feedback — what happened? Key takeaways?
• Schedule Next Activity — immediately schedule the follow-up step

The feedback is posted as a log note in the chatter with the activity type, completion date, and your text.

For meetings specifically: when you click a Meeting activity, it opens the Calendar event. After the meeting, add notes in the event description — these sync back to the opportunity chatter.

You can send tracked emails directly from the opportunity without leaving Odoo.

In the chatter, click Send Message.

• To — defaults to the customer; add more recipients
• Subject — auto-filled from the opportunity name
• Body — compose your email with formatting tools
• Attach files — drag & drop or browse
• Use a Template — click the template icon to insert a pre-written email

Sent emails appear in the chatter timeline. If the customer replies, the reply threads back into the chatter automatically (requires incoming mail configured).

For systematic follow-up across the team, use CRM → Configuration → Lead Mining and Automated Actions.

Create an automated action (Settings → Technical → Automation):

• Trigger: Time-based — opportunity’s “Last Activity” date > 7 days
• Condition: Stage is not Won or Lost
• Action: Create activity — “Follow up: no activity in 7 days” — assigned to salesperson

This auto-creates a reminder whenever a rep goes quiet on a deal, ensuring consistent follow-through.