Managing Sales Activities and Follow-Ups

Overview

Activities drive execution within Odoo CRM.

Purpose & Use Case

• Timely follow-ups
• Sales accountability
• Reduced lead leakage

How It Works in Odoo

Activities are scheduled on leads and opportunities and tracked through completion.

Configuration Notes

• Activity types should align with sales workflows

Common Issues

• Activities not completed consistently
• Deals moving stages without follow-up

Limitations

Odoo does not enforce activity completion before stage changes.

When to Consider Professional Assistance

Activity-based stage enforcement often requires professional configuration.

<p>Related: <a href="/forum/community-help-3/from-crm-to-sales-orders-125">From CRM to Sales Orders</a>, <a href="/forum/community-help-3/understanding-odoo-project-management-16">Understanding Odoo Project Management</a>.</p>