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12 changes: 8 additions & 4 deletions content/applications/sales/crm/optimize/utilize_activities.rst
Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,7 @@
Utilize activities for sales teams
==================================

*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
*Activities* are follow-up tasks tied to a record in an *Odoo* database. Activities can be scheduled
on any page of the database that contains a chatter thread, Kanban view, list view, or activities
view of an application.

Expand Down Expand Up @@ -42,7 +42,7 @@ The preconfigured activity types for the *CRM* app are as follows:
Create a new activity type
~~~~~~~~~~~~~~~~~~~~~~~~~~

To create a new activity type, click :guilabel:`Create` at the top-left of the page to open a blank
To create a new activity type, click :guilabel:`New` at the top-left of the page to open a blank
form.

At the top of the form, start by choosing a :guilabel:`Name` for the new activity type.
Expand Down Expand Up @@ -102,6 +102,10 @@ In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`
field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu
to select any activities to recommend as follow-up tasks to this activity type.

.. image:: utilize_activities/next-activity.png
:align: center
:alt: The Next Activity section on a new activity type form.

In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
Expand Down Expand Up @@ -170,7 +174,7 @@ events, that can aide in the sales process.
following day. The email activity type is configured with the following settings:

- :guilabel:`Chaining Type`: `Suggest Next Activity`
- :guilabel:`Suggest`: `Call` `Meeting`
- :guilabel:`Suggest`: `Call`, `Meeting`
- :guilabel:`Schedule`: `2 days after previous activity deadline`

After sending an email to the lead, the salesperson clicks :guilabel:`DONE & SCHEDULE NEXT` on
Expand All @@ -181,7 +185,7 @@ events, that can aide in the sales process.
:align: center
:alt: Schedule an activity pop-up window with recommended activities.

The *suggested* or *triggered* activities will vary, depending on a variety of factors. See below
The *suggested* or *triggered* activities may vary, depending on a variety of factors. See below
for some suggested sequences:

.. tabs::
Expand Down
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