I was wondering ow can i create an automated action in CRM that creates a follow up activity when a deal is set to won
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- 客户关系管理
- e-Commerce
- 会计
- 库存
- PoS
- Project
- MRP
此问题已终结
1
回复
3449
查看
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 - Last Stage Update (crm.lead)
Domain - Is Won '=' Won
Action to do - Create Next Activity
You can then select the activity to be created and whom to be assigned and Due Date
相关帖文 | 回复 | 查看 | 活动 | |
---|---|---|---|---|
|
2
3月 25
|
1795 | ||
|
1
3月 25
|
940 | ||
|
1
2月 22
|
3025 | ||
|
2
5月 25
|
1187 | ||
|
1
4月 25
|
1086 |