From the CRM, how can I create an automation so that when I send a quotation, the lead/opportunity automatically updates and moves to the Proposal stage?
Version 18.0+e
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
From the CRM, how can I create an automation so that when I send a quotation, the lead/opportunity automatically updates and moves to the Proposal stage?
Version 18.0+e
Hii,
please try this
Activate Developer Mode
create Automated Actions.
Click “Create” and fill in the following:
[('state','=','sent')]
Add Python Code in the Action (Server Action)
Paste this in the Python Code section:
if record.opportunity_id:
proposal_stage = env['crm.stage'].search([('name', '=', 'Proposal')], limit=1)
if proposal_stage:
record.opportunity_id.stage_id = proposal_stage.id
i hope it is use full
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
InscribirsePublicaciones relacionadas | Respuestas | Vistas | Actividad | |
---|---|---|---|---|
|
1
ago 24
|
2052 | ||
|
1
nov 23
|
3319 | ||
|
0
may 20
|
3020 | ||
|
2
dic 24
|
1452 | ||
Deleting wrong stage in CRM
Resuelto
|
|
1
sept 24
|
1646 |