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Create Leads/Opportunity following sales of specific products.

on 6/9/15, 10:35 AM 506 views

Hi All,

We run an oil change business and use odoo for POS/Sales/Purchasing/HR  e.t.c We wish to auto create a lead following the sale of specific products ( e.g Service Kits).

The sale of this product should create a future lead/opportunity. The future lead/opportunity could mature in 2 months , 3 months e.t.c in the future.

We hope to use these leads/opportunities to alert the customer via email of a forthcoming service due in the future. These leads will also allow us to make available stock able items for our customers. 

This solution would be very handy for odoo users who rely on period (time based) repeat customers engage better with the customers through sms/email reminders. 



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Asked: 6/9/15, 10:35 AM
Seen: 506 times
Last updated: 6/9/15, 10:35 AM