I'm waiting to create a new automated action for CRM that will created a scheduled activity of "call" when a prospect moves from one stage to another. The activity should have a due date of one week from the day it moves to the new stage. Can someone advise which fields/evaluation types/values etc I need to include in my automated action to make this happen? I've tried various combinations but either get an ambiguous error or nothing happens.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Apskaita
- Atsarga
- PoS
- Projektas
- MRP
This question has been flagged
1
Atsakyti
9569
Rodiniai
You can create from Automated actions .. settings>technical>actions while on developer mode. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module.
Create new:
Model - Lead/Opportunity
Trigger - On Update
Trigger Fields - Stage(crm.lead)
Domain -If there are specific stages you wish to specify or exclude
Action to do - Create Next Activity
You can then select the activity "call" to be created and whom to be assigned and Due Date in 1 week
Perfect, thank you very much.
How to run automated activity for projects
Follow the above answer, change the model to task
i am using Odoo 16 EE, i want to have same functionality for CRM when a user create a Lead then an Activity automatically be generated but i failed to see the both Trigger related fields as mentioned, can you please help where is it in Odoo 16? or i am looking wrong options Settings -> Technical -> Actions and Settings -> Technical -> Server Actions. and below is the topic link i have created today 21-Aug-2023
regards
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Registracija| Related Posts | Replies | Rodiniai | Veikla | |
|---|---|---|---|---|
|
3
vas. 24
|
2811 | ||
|
CRM automations
Solved
|
|
1
gruod. 24
|
1864 | |
|
2
kov. 24
|
2695 | ||
|
|
0
spal. 21
|
2558 | ||
|
3
saus. 20
|
3968 |
