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Upload Document New Activity Type in Odoo 13

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Added new activity type of upload document. Odoo has a CRM module that is updated in each version to remain at the forefront of ERP. Odoo version 13 follows this line, so it includes a CRM module optimized to follow the progress of your company's opportunities.

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Upload Document New Activity Type in Odoo 13

  1. 1. Upload Document New Activity Type In Odoo 13 www.cybrosys.com
  2. 2. INTRODUCTION  Added new activity type of upload document  Goto > CRM > Configuration
  3. 3. click on Upload Document
  4. 4. we can add the details just like previous ones
  5. 5. Then goto Sales > My pipeline
  6. 6. Select/Create opportunity
  7. 7. Click on Schedule activity
  8. 8. Select Upload document as type >Schedule
  9. 9. We will get updation from chatter
  10. 10. We can upload the document by clicking
  11. 11. We will get the uploaded document from there
  12. 12. For More Details Check our company website for related blogs and Odoo book. How to Manage CRM Activities in Odoo 13 Check our YouTube channel for functional and technical videos in Odoo. Upload Document New Activity Type In Odoo 13
  13. 13. Thank You

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