Hi
How do I create a CRM automation based on an opportunity reaching a 'won' stage that triggers a new order opportunity, but scheduled 2 weeks after the trigger is activated.
In other words, once a client has ordered, I would like to creat an automation that begins the with a new opportunity, 2 weeks after the order has been placed.
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
2
Respuestas
786
Vistas
Hi,
To automate the activities in CRM using odoo 17 please go through the following link:
https://www.cybrosys.com/blog/how-to-automate-the-activities-using-odoo-17-crm
Hope it helps.
Hi, I have a question: can this automation be done in Odoo Community? Or can it only be done with Enterprise?
Thank you.
¿Le interesa esta conversación? ¡Participe en ella!
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Inscribirse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
0
dic 24
|
630 | ||
|
1
ago 24
|
1593 | ||
|
0
sept 24
|
686 | ||
|
1
nov 23
|
2515 | ||
|
0
nov 22
|
2508 |
