CRM Basics Pt. 2: Scheduled Activities & Moving Opportunities | Odoo CRM
In this video, walk through the CRM app and learn how to schedule activities from your sales opportunities, as well as how to move sales opportunities through various sales stages.
TIMESTAMPS
00:00 Intro
00:40 CRM Basics Recap
00:53 CRM Activities from Kanban view
01:16 Schedule an activity with details and configurations
03:03 Checking chatter to view opportunity history and activities
03:40 Moving opportunity to other pipeline stages
04:16 Status and overview of CRM Stages
05:00 Opportunity card details
06:17 Updating opportunities
06:40 Outro
**Check out more Odoo tutorials**
- CRM Basics Part 1: https://www.youtube.com/watch?v=3sBjQKFcRWs&t=2s
- CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM
**App documentation**
- CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html
**See what Odoo can do for you!**
- Schedule a demo: https://www.odoo.com/r/keN
- Start a free trial: https://www.odoo.com/r/dfY
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