Ir al contenido
Menú
Se marcó esta pregunta
1 Responder
1072 Vistas

We are using Odoo V18 self-hosted mainly for CRM. We are wanting Odoo to send an internal notification to every user 1 week after the stage has been set to "Quote Sent". After a week has passed, and the users get notified, a user can send a follow up email to the customer. This seems to be working okay, but we want this automation to be cancelled if the stage is set to "Won" or "Lost". "Lost" seems to remove this automation automatically while "Won" does not. How can I cancel this "Follow up email" notification once the stage is set to "Won? If in code, please elaborate in depth because I am very, very, green with coding.


I have set automation rules to the following....

Model: Lead/Opportunity

Trigger: Stage is set to>Quote sent

Before Update Domain: Stage - To Quote

Then for adding an action...

Type: Create Activity

Activity Type: Follow Up Email


Any tips on changing this up a bit would be appreciated as well.

Avatar
Descartar
Autor Mejor respuesta

Any ideas?

Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
2
mar 25
1995
1
nov 21
3709
1
feb 22
3257
3
ago 23
2978
0
jul 23
2192