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In order to take a lead to the next level of operation, it is essential to keep in touch with the concerned customers regularly. Odoo allows you to schedule various activities with the customer with the help of the schedule activity feature. This feature is available in almost all sales-related and customer management modules in Odoo. Using this feature, you can connect with your customers through scheduled programs. Configuring different types of activities in Odoo 16 is an easy task now. You can find the Activity Types option in the Configuration menu which will help you to create new activity types.

为了使我们的运作更上一层楼，我们必须定期与客户保持联系。Odoo允许您在计划活动特性的帮助下与客户一起安排各种活动。这个特性在Odoo中几乎所有与销售相关的模块和客户管理模块中都可用。使用此功能，您可以通过预定的程序与客户联系。在Odoo 16中配置不同类型的活动现在是一项简单的任务。您可以在配置菜单中找到活动类型选项，这将帮助您创建新的活动类型。

正如您在上面的截图中所看到的，可以在这个平台上观察到已经配置的活动类型以及名称，默认摘要，计划中，类型，模型和图标的详细信息。现在，让我们看看如何在这个平台上创建一个新的Activity Type。为此，您可以单击Create按钮。在新的活动类型创建窗口中，首先，您可以在给定的空间中提到活动的名称。

Once you mention the name of the activity, you can select suitable Action from the given list. Actions may trigger specific behavior like opening a calendar view or automatically mark as done when a document is uploaded. You can set Action as Upload Document, Phone Call, Meeting, Reminder, Request Signature, Tax Report, or None. Mention the Default User of this activity type and Model in the corresponding fields. By mentioning the Model, this activity type will be specific for the mentioned model only and not available when managing activities for other models. In the Default Summary field, you can specify a few words about the activity and it will be set as the default summary of this activity type. The Icon, Decoration Type, and Default Note regarding the activity type can be mentioned in the respective fields.

While defining a new activity type, you will get an additional tab to mention the details regarding the next activity.

一旦您提到活动的名称，您就可以从给定的列表中选择合适的Action。操作可能会触发特定的行为，例如打开日历视图或在上传文档时自动标记为完成。您可以设置“动作”为“上传文档”、“电话呼叫”、“会议”、“提醒”、“请求签名”、“税务报告”或“无”。在相应的字段中提到此活动类型和模型的默认用户。通过提到Model，此活动类型将仅针对所提到的模型，而在管理其他模型的活动时不可用。在Default Summary字段中，您可以指定一些关于该活动的单词，它将被设置为该活动类型的默认摘要。关于活动类型的图标、装饰类型和默认注释可以在各自的字段中提到。在定义新活动类型时，您将获得一个额外的选项卡，以提及有关下一个活动的详细信息。

Under the Next Activity tab, you can set the Chaining Type action as Suggest Next Activity or Trigger Next Activity. By selecting the Suggest Next Activity option, you will get a field to mention the next activity as a suggestion. By doing so, Odoo will suggest the mentioned activity once the current one is marked as done. In the case of Trigger Next Activity, you can mention the next activity in the Trigger field. Once the current activity is done, Odoo will automatically trigger the next activity. In the Email Template field, you can add email templates that can be used to send emails to the concerned customers once this activity is scheduled with them. You can plan the action deadline in the Schedule field. Here, you can specify the number of days/weeks/months before executing this activity. By following these steps, you can effortlessly create new activity types in Odoo.

在Next Activity选项卡下，您可以将链接类型操作设置为建议下一个活动或触发下一个活动。通过选择建议下一个活动选项，您将获得一个字段，用于将下一个活动作为建议提及。通过这样做，Odoo将在当前活动被标记为完成后建议所提到的活动。在触发器下一个活动的情况下，您可以在触发器字段中提到下一个活动。一旦当前活动完成，Odoo将自动触发下一个活动。在Email Template字段中，您可以添加电子邮件模板，这些模板可用于在与相关客户安排此活动后向他们发送电子邮件。您可以在Schedule字段中计划操作截止日期。在这里，您可以指定执行此活动之前的天数/周数/月数。通过遵循这些步骤，您可以毫不费力地在Odoo中创建新的活动类型。

Now, let’s discuss the creation of new stages in the Odoo CRM pipeline.

现在，让我们讨论如何在Odoo CRM管道中创建新阶段。