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Sonia

I WANT TO KNOW HOW TO MENTION DATE AND TIME TO ANY FOLLWUP OR ACTIVITY

SO THAT I CAN GET REMINDER OF THAT INQ 

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Divyanshu Pandey

Hi,

To set up date and time reminders for follow-ups in Odoo CRM:

  • Log in and go to the CRM module.
  • Select the relevant record.
  • Use the 'Schedule Activity' option in the chatter section.
  • Choose the activity type (e.g., Call, Meeting).
  • Set the due date and time.
  • Add any necessary details.
  • Set a reminder for a specific time before the activity.
  • Save the activity.

This ensures you receive timely notifications for your follow-ups and tasks.

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