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MarketingAutomation
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Alejandro Gidi


Hello Odoo gurus of the world.


I created a quick marketing automation that after i create a new Lead (with a user assigned to it) it sends a welcome email and adds a call to the call queue.  

But the call is not linked to the user that owns the lead, it gets added for OdooBot. :(

So my sales person never gets the activity or notification



So i have two questions for you guys

1. How can i tell it to assign the call to the sales rep the lead hast

2. Is there a way to program the Marketing automation faster? less than 1 hour?  I would like to assign calls ASAP. I dont have minutes and field wont take 0.01 . 


all suggestions are welcomed

thanks



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Chris TRINGHAM
Best Answer

I think you can define the user in the Server Action:


Select "Generic User" and the salesman (user_id)

Or it's probably simpler to do the same thing as an Automated Action that creates the activity automatically when the Lead is saved, so there is no delay. 


 https://odootricks.tips/automated-actions/

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Alejandro Gidi
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Oh! that was a really good suggestion! I can also add the call script/pitch there! thanks!!!

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