odoo/documentation#16476

Created by Thomas Jude Cavazos (thjud)
Merged at 6915c8ec107f6034c488ebaa560b6815a02d9052

Statuses:

label
odoo-dev:19.0-crm-activity-and-plan-updates-thjud
head
a324a0508ed94c2524d61b172820c050f639bb12
merged
2 months ago by Thomas Jude Cavazos (thjud)
odoo/documentation
19.0 #16476
saas-19.1 #16639
saas-19.2 #16647
saas-19.3
master #16652

[IMP] CRM: Updating custom activities and activity plans page

Hiya, @jero-odoo! Today's PR is a pretty thorough rework of the "Utilize activities for sales teams" page. I recently wrote two tutorials around custom activities and activity plans, so I used that knowledge to update this page. Seems like the last major rework it got was two years ago. I focused on streamlining stuff, updating photos, making sure the terminology and instructions aligned with the in-app experience, and reorganizing some of the information to flow more logically. Thanks for reviewing!

This 19.0 PR can be FWP up to master.