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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

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Hii,

please try this 

Activate Developer Mode

create  Automated Actions.

Click “Create” and fill in the following:

  • Name: Move to Proposal on Quotation Sent
  • Model: Sale Order
  • Trigger: On Update
  • Apply On: Add a domain to filter only sent quotations:

[('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

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Hi,

Please refer to the following links:

1. https://www.youtube.com/watch?v=BBFSTxG9WKI


Hope it helps.

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