Activities, Follow-ups & Automation

Activities & Scheduling

Adding Activities

1. Open an opportunity.
2. Click Schedule Activity.
3. Choose Activity Type: Call, Meeting, Email, To-Do, Demo, Follow-up.
4. Set Due Date, Assigned To, Summary.
5. Click Schedule. It appears on the user's dashboard and calendar.

Activity Types

Go to CRM > Configuration > Activity Types. Create custom activities. Each can have:

• Default summary and description.
• Action (Upload file, Call, Send Email).
• Trigger next activity (auto-schedule follow-up after call).

Next Activity Automation

In Settings, enable "Next Activity Automation". When an activity is marked done, Quickenerp schedules the next activity automatically. Example: "Call" done → schedule "Send Proposal" activity.

Email Logging

Configure the CRM email alias in Settings. Emails sent to the alias auto-create leads or log as messages on existing opportunities.

Meeting Scheduler

From an opportunity, click Meeting to open the calendar and book time directly with the contact, optionally sharing a booking link so the prospect self-selects a slot (if the Appointments app is installed).

Overdue Activity Handling

Opportunities with an overdue activity show a red activity icon in kanban. Use the Activities filter/group-by on the pipeline to see "Overdue" vs "Today" vs "Planned" at a glance — this is the single best daily habit for keeping a pipeline from going stale.