Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
hello everyone,
I'm using odoo 16 and i would like that when a opportunity is send to the won stage in the CRM kanban view, an automated email is send out to that particular customer.
I saw in older editions that there was a possibility to just add this in de settings of the stage but there isn't anymore
any one who can help me, please let me know!
aswell as i dont have the trigger fields,Stage (CRM.lead) but i do have the stage (lead opportunity) with related model CRM.lead dont know if thats matters?
thank you in advance for helping me
An alternative solution for Odoo enterprise, which allows further possibilities, more sophisticated templates, as well as statistics would be to solve your requirement by creating a campaign in the Marketing Automation app.
For example: target "Lead/Opportunity", a filter on Stage "Won" with an email as first activity.
you can create an automated action here the document to create it
https://www.odoo.com/documentation/16.0/applications/productivity/studio/automated_actions.html
your configuration should look like 
Menu path: Settings/Technical/Automation/Automated Actions
Thank you, for your answer.
Unfortunately it still doesnt work for me, do you have to configure your outgoing mail servers in the settings for this to work?
No, you don't have to configure SMTP server, you can still see the email in queue
Hmm after some trial and error, it still doesnt work for me is that the configuration you use with the trigger field set up at stages?
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrácia| Related Posts | Replies | Zobrazenia | Aktivita | |
|---|---|---|---|---|
|
0
júl 23
|
2690 | ||
|
2
júl 24
|
3159 | ||
|
1
máj 24
|
3685 | ||
|
2
feb 24
|
3174 | ||
|
2
mar 25
|
2480 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
