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How to create automated action to follow up sent quotation

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Chantal Doucet

I am trying to set up an automated action to follow up on quotation sent. Any idea how this can be set up automatically either by activity or to send an email after a number of days without a response from the customer.


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Chantal Doucet
Author
Thanks Jaideep.

Chantal Doucet
Power Precision 
1780 Connolly Ave.
Bathurst, NB
E2A 4W7
Phone: (506) 548-1880 ext 202
Fax: (866) 811-3397
chantal.doucet@powerprecision.ca

   
https://www.youtube.com/watch?v=rRBWSx14VK8
https://www.youtube.com/watch?v=kW4c0mMyKj8


On Wed, May 31, 2023 at 7:32 AM Jaideep <notifications@mail.odoo.com> wrote:
A new answer on How to create automated action to follow up sent quotation has been posted. Click here to access the post : See post ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​ ͏ ​

A new answer on How to create automated action to follow up sent quotation has been posted. Click here to access the post :

See post

--
Jaideep


Odoo S.A.

+32 81 81 37 00 | info@odoo.com | https://www.odoo.com

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jiafei
Best Answer

Is that a feature of the Enterprise edition? I didn't find this feature in the odoo16 community Edition

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Jaideep

You need to activate developer mode to access the menu settings > Technical
If unavailable you would need to install module ‘Automated Action Rules’ from the Apps

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Jaideep
Best Answer

You can could have an automated action triggerd on a time based triggered


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