Connection Meeting - Sales opportunity

Question

My Outlook agenda is synced with my Odoo. If you have planned a meeting in Outlook, I can see the meeting in Odoo but I cannot link the meeting with a sales opportunity. How can I do that? Sometimes I'm not the organiser, so it's not always possible to organise a meeting out of an opportunity. Thanks for the help.

Fluxor, Jelle Vermeersch · Answer

image [1]
Optie 1:Veld related Opportunity zie ik niet staan?
Optie 2: niet altijd mogelijk
Optie 3: Meeting heeft een link met contact, opportunity heeft een link maar daartussen ligt geen koppeling.

[1] /web/image/122748529-d183d103/image.png?access_token=29e94269-9e1f-4d70-8d16-e4323391c897

Shailendra · Answer

Hi,
When Outlook meetings are synced with Odoo, they are created as calendar events but are not linked to CRM opportunities automatically—especially if you are not the organizer.
To link them:
1. Open the event in Odoo Calendar
* Edit the event * Add the related opportunity in the “Opportunity” field (if available)
2. Recommended approach
* Create meetings directly from the opportunity (CRM → Opportunity → Schedule Activity/Meeting) * This ensures proper linkage and sync with Outlook
3. Contact-

Postări similare	Răspunsuri	Vizualizări
CREATE OPPORTUNITIES FROM INITIAL LIST OF CONTACTS opportunity	0 aug. 24	2521
Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer opportunity	1 mar. 15	6475
CRM Phone and Email Updates crm opportunity	0 dec. 25	3225
lock CRM crm opportunity	0 sept. 24	2941
TWO salespersons for ONE opportunity opportunity salesperson	4 feb. 24	4432

Această întrebare a fost marcată

Îți place discuția? Nu doar citi, alătură-te!