Sales Activity Sequences in Odoo CRM#
A structured sales process specifies what action to take at each stage - call on day 1, send case study on day 3, follow up on day 7. Without this structure, reps improvise and performance varies. Odoo CRM activities provide the framework.
Activity Types#
Settings → Technical → Activity Types (or CRM → Configuration → Activity Types):
Pre-configured types:
- Email: send an email
- Phone Call: make a call
- Meeting: schedule a meeting
- Task: a general to-do
- Upload Document: request a document from the prospect
Create custom types:
- LinkedIn Message: reach out via LinkedIn
- Demo Scheduled: schedule a product demonstration
- Proposal Sent: track when a proposal is dispatched
Scheduling Activities on Opportunities#
CRM → [Opportunity] → Schedule Activity:
- Activity Type: Phone Call
- Summary: Qualification call - discover pain points
- Due Date: today
- Note: "Ask about current solution, budget, timeline, decision process"
- Assign to: yourself or team member
Multi-Step Activity Plan#
For a new lead, schedule the full sequence upfront:
- Day 0 - Email: Introduction + company overview
- Day 1 - Phone Call: Qualification call
- Day 3 - Email: Relevant case study
- Day 5 - Phone Call: Demo offer
- Day 8 - Meeting: Product demonstration
Create all five activities at once → they appear in the CRM pipeline as upcoming tasks.
Activity Overview for Managers#
CRM → Activities (clock icon): full list of all scheduled activities for the team:
- Overdue (red): activities past their due date - needs attention
- Today (orange): due today
- Upcoming (green): scheduled in the future
Managers use this to coach reps on activity levels and identify overdue follow-ups.
Activity Completion and Next Step#
After completing an activity (e.g., the call):
- Click Mark Done on the activity
- Odoo prompts: "Schedule next activity?"
- Enter the next step → creates it automatically
This maintains the activity chain without manual creation of each subsequent step.
Activity Reporting#
CRM → Reporting → Activity Analysis:
- Activities completed per rep (output metric)
- Activity types (call vs. email vs. meeting ratio)
- Overdue activity rate (% of activities not completed on time)
High-performing reps typically have 30–50 activities per week with <10% overdue rate.