How to schedule activity
1. Click on CRM
2. Click on clock icon on any opportunity to schedule an activity
The icon used to display activities varies, depending on the activity type:
(clock) icon: the default activities icon.
(phone) icon: a phone call is scheduled.
(envelope) icon: an email is scheduled.
(check) icon: a “to-do” is scheduled.
(people) icon: a meeting is scheduled.
(upload) icon: a document is scheduled to be uploaded.
(request signature) icon: a signature request is scheduled.
3. Click on Schedule an activity
4. Choose activity type
5. Add a summary
6. You can set any slotsby clicking Open Calendar
7. Click on Share Availabilities to view your available time
8. Your available slots will be highlighted in white. You may set more than one slot by click, hold and drag
9. Once done, click Copy Link
10. Head back to Pipeline
11. Click on the opportunity
12. Click on Send message
13. Paste the link in message. You can send it to your client by adding them as followers
14. Click on Send
15. Click on https://demo5.odoo.com/book/a2f824a8
16. Your client will receive a link in email. By clicking the link, they get to view calendar and select any slot that was set by you in previous step
17. After choosing the slot, just click on Confirm Appointment
18. Your appointment has been confirmed! You will be notified via email
