oca-crm/odoo-bringout-oca-crm-crm_phonecall/crm_phonecall/readme/USAGE.rst
Ernad Husremovic 0608132c9e Add oca-crm submodule with 26 CRM modules
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-08-30 17:44:33 +02:00

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To use this module, you need to:
#. Go to *CRM > Phone Calls > Logged Calls > New*.
#. If your user has *Show Scheduled Calls Menu* permission, you will see
scheduled calls menu too.
#. In any moment you can schedule another call, schedule a meeting or convert
call contact to opportunity.
#. Calls can be categorized and you can manage categories in *CRM >
Configuration > Phone Calls > Categories*.
#. Calls can be analyzed in *CRM > Reporting > Phone Calls Analysis*.