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Luís Gouveia

Good afternoon people.
I work in telecommunications and am a computer enthusiast. But nothing too complex. I chose Odoo as a CRM because it is Open source.

I chose it mainly because of the CRM pipeline that helps me organize the various stages of the sale.

My question is the following, and I have to put you in context. In Portugal (I don't know how it is outside here) all customers have a mandatory loyalty period. When there are 9 months left until that time expires, I can renew the contract.

My question is, how can I be notified, or a new opportunity appears on Odoo for me to renew this client?

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Mehjabin Farsana
Best Answer

Hi,

If you are looking for a solution to get notified regarding the expiry of the lead, you can achieve it using the automated action in Odoo.

If not installed, install the module name: base_automation in the database, then keeping the developer mode activated in the database, navigate to 

Settings -> Technical -> Automations -> Automated Actions

here you can create a new record as follows,




Set a name ,eg: Lead Expiry Notification, 

choose the model as crm.lead, 

Trigger based on Timed condition, 

Trigger Date, select the field based on the which you need to send notification

Delay after trigger date: set the duration

Action to Do: Send Email

and create and set Email template in the template field.


Thanks

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