Hi Alain and all,
the answer to your question is to trigger server action on creating new lead:
Setup and test outgoing email server
Enable developer mode from Administrator->About-> ... Enable developer mode
1) Create notification email template: Technical->Email->Templates
Name the new template (say my.crm.notification)
set Applies to Lead/Opportunity. Use fields found in form (object.name, object.description, object.email_from, etc...)
2) Create server action: Technical->Actions->Server Actions
Name it (say my.action.lead-create)
set base model to Lead/Opportunity
set Action to do "Send email"
set condition "True" to allow unconditional run
select email template you created in previous step (my.crm.notification)
3) Create automated action: Technical->Automation->Automated Actions
name it(say my.auto-action.lead-create)
set related document model to Lead/Opportunity
set sequence number to positive
set When to run "On Creation"
on Action tab, add your desired actions
in this case find and select previously created my.action.lead-create
4) Set processing period: Technical->Automation->Scheduled Actions
select "Email Queue Manager"
set Interval Number and Interval Unit to desired period
This should be all. Let me know if I forgot something so I can update whole process.
And thanks Bruno for you answer.
Could someone explain me how to "modify notifications or add yourself on each new crm.lead to receive a mail" as proposed by Bruno.
Not sure to understand how to do that (debug mode ? I am running odoo v9).
Thx, Best Regards,
PS: I added myself (administrator) as "follower" for the sales teams and i should receive updates when new opportunities are created but it seems that I do not receive notification when the new opportunities are coming from the contact form... is that correct ?
When a visitor submit the contact form on your website, it create a crm.lead by default.
You have several choice :
- can build yourself a homepage with dashboard(s) about new crm.lead
- modify notifications or add yourself on each new crm.lead to receive a mail
I prefer the first, more eficient in my opinion.
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|Asked: 2/8/15, 5:14 PM|
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|Last updated: 6/18/16, 3:44 AM|