📄 Activity Type

Activity Type

Activity types in Odoo CRM serve as automated reminders, structured clearly to maintain consistent engagement via email, SMS, and phone calls throughout the sales process.

Activity Types & Schedule for SupportCrewe:

Initial Outreach (New Lead)

  • Initial Contact: Immediate upon lead entry (Email/SMS/Call).

  • Follow Up 1:  1 days after initial outreach if no response (Email/SMS/Call).

  • Follow Up 2: 5 days after Follow Up 1 if no response (Email/SMS/Call).

  • Follow Up 3: 7 days after Follow Up 2 if no response (Email/SMS/Call).

  • Follow Up 4: 7 days after Follow Up 3 if no response (Email/SMS/Call).

  • Final Attempt: 7 days after Follow Up 4 if no response (Email/SMS/Call)

  • Lost Trigger: After six unsuccessful attempts (29 days after initial contact). If unsuccessful, mark the lead as lost and document the reason clearly. (Email/SMS/Call)

Consultation Scheduled (Qualified)

  • Schedule Consult: Schedule Consultation
  • Qualified Status: After Consultation as been scheduled update pipeline status to Qualified

  • No Show: Immediately no show (Email/SMS/Call).

  • No Show Follow Up 1:  1 days after consultation no show (Email/SMS/Call).

  • No Show Follow Up 2: 5 days after Follow Up 1 if no show (Email/SMS/Call).

  • No Show Follow Up 3: 7 days after Follow Up 2 if no show (Email/SMS/Call).

  • No Show Follow Up 4: 7 days after Follow Up 3 if no show (Email/SMS/Call).

  • No Show Final Attempt: 7 days after Follow Up 4 if no show (Email/SMS/Call)

  • No Show Trigger: After six unsuccessful attempts (29 days after no show). If unsuccessful, mark the lead as lost and document the reason clearly. (Email/SMS/Call)

Quote Sent (Proposal Sent)

  • Proposal Sent: Send Quote Immediately following successful consultation.

  • Proposal Status: When all step are completed update pipeline status to Proposal Sent

  • Proposal Follow Up 1:  1 days after proposal is sent no response (Email/SMS/Call).

  • Proposal Follow Up 2: 5 days after Follow Up 1 if no response (Email/SMS/Call).

  • Proposal Follow Up 3: 7 days after Follow Up 2 if no response (Email/SMS/Call).

  • Proposal Follow Up 4: 7 days after Follow Up 3 if no response (Email/SMS/Call).

  • Proposal Final Attempt: 7 days after Follow Up 4 if no response (Email/SMS/Call)

  • Proposal Trigger:  After six unsuccessful attempts (29 days after initial contact).If unsuccessful, cancel the contract, mark the lead as lost and document the reason clearly. (Email/SMS/Call)

Contract Signed but Not Paid (Proposal Sent)

  • Payment Reminder: Upon signature without payment. (Email/SMS/Call)

  • Payment Follow Up 1:  1 days after no payment (Email/SMS/Call).

  • Payment Follow Up 2: 5 days after Follow Up 1 if no response (Email/SMS/Call).

  • Payment Follow Up 3: 7 days after Follow Up 2 if no response (Email/SMS/Call).

  • Payment Follow Up 4: 7 days after Follow Up 3 if no response (Email/SMS/Call).

  • Payment Final Attempt: 7 days after Follow Up 4 if no response (Email/SMS/Call)

  • Payment Trigger: After six unsuccessful attempts (29 days after contract signed). If unsuccessful, cancel the contract, mark the lead as lost and document the reason clearly. (Email/SMS/Call)

Payment Received without Contract Signature (Proposal Sent)

  • Signature Reminder: Prompt client to sign contract immediately after receiving payment. (Email/SMS/Call)

  • Final Reminder: 2 days after payment received if contract unsigned. Let them know if they do not sign the contract in 7 days you will mark it accepted and there will be no refund and they will be scheduled for onboarding. (Email/SMS/Call)

  • Onboarding Triggered: After 2 unsuccessful attempts (10 days after contract signed). Mark Quote Accepted and move to Onboarding

Contract Signed & Paid (Onboarding)

  • Invoice Issued: Immediately upon contract signing and payment of deposit.

  • Project Onboarding: Add to Projects and Request all Necessary info to start working on his project.

  • Survey: Request Survey to see how you did

  • Pipeline Status: When all step are completed update pipeline status to Active Client

Lost Lead Criteria 

  • No response after Final Attempt in initial outreach.

  • Consultation not scheduled after follow-up attempts.

  • Proposal unsigned after 30 days.

  • Contract unpaid 30 days after signature.