Hi
How do I create a CRM automation based on an opportunity reaching a 'won' stage that triggers a new order opportunity, but scheduled 2 weeks after the trigger is activated.
In other words, once a client has ordered, I would like to creat an automation that begins the with a new opportunity, 2 weeks after the order has been placed.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Buchhaltung
- Lager
- PoS
- Project
- MRP
Diese Frage wurde gekennzeichnet
2
Antworten
2032
Ansichten
Hi,
To automate the activities in CRM using odoo 17 please go through the following link:
https://www.cybrosys.com/blog/how-to-automate-the-activities-using-odoo-17-crm
Hope it helps.
Hi, I have a question: can this automation be done in Odoo Community? Or can it only be done with Enterprise?
Thank you.
Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!
Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!
Registrieren| Verknüpfte Beiträge | Antworten | Ansichten | Aktivität | |
|---|---|---|---|---|
|
0
Dez. 24
|
1584 | ||
|
1
Aug. 24
|
2544 | ||
|
0
Sept. 24
|
1632 | ||
|
1
Nov. 23
|
4308 | ||
|
0
Nov. 22
|
3568 |
