I was wondering ow can i create an automated action in CRM that creates a follow up activity when a deal is set to won
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
You can create from Automated actions .. settings>technical>actions while on developer mode. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module.
Create new:
Model - Lead/Opportunity
Trigger - On Update
Trigger Fields - Last Stage Update (crm.lead)
Domain - Is Won '=' Won
Action to do - Create Next Activity
You can then select the activity to be created and whom to be assigned and Due Date
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign upRelated Posts | Replies | Views | Activity | |
---|---|---|---|---|
|
2
Mar 25
|
1628 | ||
|
1
Mar 25
|
562 | ||
|
1
Feb 22
|
2649 | ||
|
2
May 25
|
685 | ||
|
1
Apr 25
|
520 |