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.