Can someone guide me on how can I assign a Lead when a public user contacts with Contact Form and notify the sales person with an email?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Project
- MRP
Se marcó esta pregunta
Hi Pedro,
I think you may use Automated Actions in Odoo
Goto Settings >> Technical >> Automation >> Automated Actions
Define a new rule with related document model Lead/Opportunity and then under conditions, on When to run set On creation.
Under Actions, you can assign a server action ( Create a new server action, with Base model Lead/Opportunity and action to do Send email. Then choose your email template)
So when you create a new lead, that server action will run & automatically an email notification will be sent to the assigned Salesperson.
Let me know if you need more help on this
Hi Akhil P Sivan!
That works fine but I also tried to send notification email to the user that submit the form. It worked as well but then whenever I create a lead out of contact form, it also sends a notification email to that user.
My point here is that, can we define a mail notification only for the people who submit the form?
Hi Pedro,
This will go into some XML file
<!-- Email template for ...-->
<record id="email_template1" model="mail.template">
<field name="name">Got new leads</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="email_from"><![CDATA[Sender Name <${(object.company_id.email or user.email)|safe}>]]></field>
<field name="email_to">${object.email_from|safe}</field>
<field name="reply_to">email@domain.com</field>
<field name="subject">Got new Leads</field>
<field name="body_html"><![CDATA[<h3>Got new Lead:</h3>
<p>Server url.</p>
<p>More text</p>]]></field>
</record>
This in to crm_lead
class Lead(models.Model):
_inherit = 'crm.lead'
@api.mode
def send_email_demo(self, id):
template = self.env['ir.model.data'].get_object('module_name', 'email_template1')
template.send_mail(id, force_send=True, raise_exception=True)
I should test this one. I already gave up on assigning them to specific user from crm team settings.
¿Le interesa esta conversación? ¡Participe en ella!
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
InscribirsePublicaciones relacionadas | Respuestas | Vistas | Actividad | |
---|---|---|---|---|
|
2
ene 23
|
242 | ||
|
1
ago 17
|
4861 | ||
|
2
oct 24
|
49 | ||
|
1
mar 15
|
2870 | ||
|
1
mar 15
|
6982 |