CRM
Completado
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CRM Basics
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- Prueba
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- Unirse a este curso para acceder a recursos
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- Unirse a este curso para acceder a recursos
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- Unirse a este curso para acceder a recursos
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- Prueba
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Lead Generation
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- Unirse a este curso para acceder a recursos
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Lead Management
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- Unirse a este curso para acceder a recursos
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Automations
In this video, learn how to work with Automations within the Odoo CRM application. 00:00 - 01:17 Introduction 01:18 - 01:39 Stage Automation Option 01:40 - 07:51 Create Automated Actions 07:52 - 09:11 Automated In-Action 09:12 - 09:26 Conclusion Other lessons related to this video: - Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 - Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.
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1.
When creating a ‘Send Email’ automated action, in the ‘Send Email As’ field, what does the ‘Message’ option do?
The email will be sent as an SMS, and the message will be posted on the record, in the Chatter – notifying all followers of the opportunity
The email won’t be sent, but a message will be posted on the record, in the Chatter – notifying all followers of the opportunity
The email will be sent, and the message will be posted on the record, in the Chatter – notifying all followers of the opportunity
There is no ‘Message’ option in the ‘Send Email As’ field
2.
How can you access a stage’s automations page?
3.
When configuring a ‘Create Activity’ Type automation, in the ‘User Type’ field, when is the ‘Specific User’ option used?
