Before this commit, editing a mail.activity with the "meeting" category would open a modal form for the mail.activity, which did not make much sense. When editing a mail.activity that is linked to a calendar.event, you will now jump on the calendar view to edit the related event, which is much more convenient. In addition, when scheduling such an activity, the "Edit" button in the chatter is renamed to "Reschedule", to show the user that he will land on the calendar view. Furthermore, trying to delete an activity that is linked to a meeting will now prompt a confirmation dialog warning the user that the meeting will be deleted as well. Finally, we moved the 'phonecall' activity category from the 'voip' module (enterprise) to the base 'mail' module. Scheduling a phonecall activity will let the user choose if he wants to: - Simply save the activity, which will schedule a regular mail.activity - Open the calendar to create a related calendar.event Used typically when you want your colleagues to see that you are busy in your calendar during this call. Task-2486126 ENT PR odoo/enterprise#20431 UPG PR odoo/upgrade#2775 closes odoo/odoo#75530 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com> Co-authored-by: Aurélien Warnon <awa@odoo.com>
Odoo CRM
Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
Your Sales Funnel, The Way You Like It
Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Lead Management Made Easy
Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
Organize Your Opportunities
Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.
Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or Sales Team. New leads are created on the fly and interested salespersons are notified automatically.
Collaborative Agenda
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
Lead Automation and Marketing Campaigns
Drive performance by automating tasks with Odoo CRM.
Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)
Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.
Customize Your Sales Cycle
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Drive Engagement with Gamification
Leverage your team's natural desire for competition
Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align Sales Teams around clear business objectives with challenges, personal objectives and team leader boards.
Leaderboards
Promote leaders and competition amongst Sales Team with performance ratios.
Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
Compare revenues with forecasts and budgets in real time.