Hello all,
I need help to create a lead automatically when i create a new contact using automated actions
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účetnictví
- Sklad
- PoS
- Projekty
- MRP
This question has been flagged
2
Odpovědi
4443
Zobrazení
Hello,
1. Go to Settings-> Technical -> Automated Actions -> Create
(Or by using Studio)
Note: this will create new lead/opportunity directy after saving the newly created contact, with contact name as customer field and contact name as lead name
Hope this will Help.
Thanks for your explanation, alouna ahmad! Would it be possible to convert just those new contacts which are marked with a certain tag i.e. "lead" tag?
Usecase: I´m at an event and receive businesscards of two people. Person A is interesting but will never buy from me -> This person schould be stored as contact (not a lead). Person B is a potential customer -> he should be stored in contact with a tag "lead". Only Person B should then be created as a lead based on the "lead" tag. Possible?
Hi Horst, I did this by adding a boolean checkbox field (called "Active Lead") in the contacts record (using studio), then adding the same automation as shown above although instead of triggering "on creation" I triggered "On Creation & Update" and used the new field as the Trigger Field. Then the new lead is created as a result of going into a contact and checking the box for active lead.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Přihlásit se| Related Posts | Odpovědi | Zobrazení | Aktivita | |
|---|---|---|---|---|
|
1
kvě 17
|
8915 | ||
|
0
říj 24
|
1381 | ||
|
0
dub 22
|
2815 | ||
|
1
srp 17
|
5502 | ||
|
0
bře 15
|
4605 |
Thank you very much. This worked