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Is there a way or an app that automates the CRM Pipeline moves?
For Example. A quotation is created on a lead, currently you have to manually move it to the quotation stage. I am looking for a way to have this automatically happen when a quotation is created on a lead or in connection to a lead.
Another example. After a quotation is confirmed and becomes an order the Lead reflects this but you still have to mark it as "won" and move it to the won stage.
Hi Julie:
You can define Automated actions (Settings > Technical > Automation > Automated Actions) in Odoo for this.
EDIT:
For example, if you want to automatically set the stage of the Lead to "Proposition" as soon as a Quotation has been created from the Lead, you can create an Automated Action like so to automate this step.
Python code:
proposition_stage_id = env['crm.stage'].search([('name', '=', 'Proposition')]).id
record.opportunity_id.write({'stage_id': proposition_stage_id})
Hi Paresh, I have tried to use an Automated Action, but the stage on CRM doesn't get updated! Can you explain in more detail?
Hi Chris: I have updated my earlier response with an example.
Thanks!! It works!
Hi Paresh
Thank you very much! Is there any trigger condition that can be chosen if I want to move an oportunity autmatically to the "won" queue after the customer signed the sales order?
Thx
Andreas
could be solved with mkt automation app, but let's let the Automated action experts above answer!
@Andreas: You could define an automated action that is triggered on update of either the Signed By or Signed On fields of the Sales Order (sale.order) model.
@Paresh: you're my hero! works perfect!
hello do you know how to add the same pipeline at the beginning of the year automatically
@Paresh Wagh can you please help?
@Ameen Did not understand your question. Can you provide an example?
Odoo 17:
This code will only run if the stage is found, and only if the Sales Order has a related Opportunity
Thanks, your posts were very helpful! To mark my opportunities as won in the CRM app I created this automated action ('Gewonnen' is state 'Won')
Hello Paresh,
This worked perfectly. Can you also please provide the code to move opportunity to won automatically once quotation is confirmed to sales order?
Many thanks
Manuel
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Create automated action using python and xml: http://learnopenerp.blogspot.com/2020/05/how-to-create-scheduled-action-in-odoo.html