How can we import a series of planned activities linked to specific opportunities in our CRM? (v15)
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Bogføring
- Lager
- PoS
- Project
- MRP
Dette spørgsmål er blevet anmeldt
1
Svar
3678
Visninger
1. The first step is to have the opportunities in our pipeline and then exporting their External ID.
2. Then we can use the following columns, where we can define an id for the activities, the summary, the linked opportunity, the activity type, the deadline and assigned user. What we also need is the model, in this case CRM.
In this video you can see it in action: https://watch.screencastify.com/v/qW49O4483bzsLV2sEfCh
Enjoy!
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Tilmeld dig| Related Posts | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
1
jan. 25
|
4687 | ||
|
0
jan. 24
|
1732 | ||
|
0
jan. 20
|
5217 | ||
|
0
maj 19
|
4157 | ||
|
2
mar. 24
|
2694 |
