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Initial commit: OCA Technical packages (595 packages)

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Ernad Husremovic 2025-08-29 15:43:03 +02:00
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odoo-bringout-oca-crm-crm_salesperson_planner/crm_salesperson_planner/readme/USAGE.rst Normal file
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Go to new menu **CRM > Salesperson Planner > My Visits or All Visits** and create a new visit.
or
Go to **CRM > Salesperson Planner > Visit Templates** and create a new recurring template for create periodical visits. In this case, it is necessary to select a start date. The date of the last repetition can be calculated by selection the total number of repetitions or an end date.
There are two options available to reschedule visits that is already validated:
* Change the date from the visit.
* Change the date straight from the event automatically created in the calendar.