Skip to Content
Dette spørgsmål er blevet anmeldt
MarketingAutomation
1 Svar
2083 Visninger
Avatar
Alejandro Gidi


Hello Odoo gurus of the world.


I created a quick marketing automation that after i create a new Lead (with a user assigned to it) it sends a welcome email and adds a call to the call queue.  

But the call is not linked to the user that owns the lead, it gets added for OdooBot. :(

So my sales person never gets the activity or notification



So i have two questions for you guys

1. How can i tell it to assign the call to the sales rep the lead hast

2. Is there a way to program the Marketing automation faster? less than 1 hour?  I would like to assign calls ASAP. I dont have minutes and field wont take 0.01 . 


all suggestions are welcomed

thanks



Avatar
Kassér
Avatar
Chris TRINGHAM
Bedste svar

I think you can define the user in the Server Action:


Select "Generic User" and the salesman (user_id)

Or it's probably simpler to do the same thing as an Automated Action that creates the activity automatically when the Lead is saved, so there is no delay. 


 https://odootricks.tips/automated-actions/

Avatar
Kassér
Alejandro Gidi
Forfatter

Oh! that was a really good suggestion! I can also add the call script/pitch there! thanks!!!

Related Posts Besvarelser Visninger Aktivitet
Email templates
MarketingAutomation
Avatar
0
jan. 25
2061
campaign doesn't track opened/clicked email from gmail odoo 16
MarketingAutomation
Avatar
Avatar
1
sep. 23
2776
Creating Email Templates for use in Marketing Automation
email MarketingAutomation
Avatar
Avatar
Avatar
3
sep. 25
3985
Odoo 16 Marketing Automation Not Pulling in Contact Email
odoo16features MarketingAutomation
Avatar
Avatar
1
maj 24
2514
V17 Marketing automation, child activities: Can a participant be included in more than one child activity
MarketingAutomation marketing-automation
Avatar
Avatar
1
maj 24
1589