Odoo Help


Sending emails to leads without creating a Customer

Andres Andresson
on 4/3/13, 10:03 AM 1,084 views

I have multiple leads which I would like to send emails to directly from OpenERP v7. I have configured my mail server and everything works perfectly.

However when I send my lead an email OpenERP wants me to create a Customer/Partner (which appears in my customer list) from that lead just to be able to send the email.

I do not want to mix leads with my customer list.

How do I do this?

many thanks in advance. Andres

On 6/20/17, 9:26 AM

You can do this by using the Actian Menu > Lead/Opportunity Mass Email. First select the Lead and/or Leads that you want to send. Lead(s) should include at least email address. Then send your email through the popup. This time email will be delivered.

Ray Carnes
On 4/29/16, 12:19 AM

Have Odoo create the Partner as "Is Customer" = "False" by changing the context of the drop down.
ve Odoo create the Partner ae CustomeHrave Odoo55554

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Asked: 4/3/13, 10:03 AM
Seen: 1084 times
Last updated: 6/20/17, 9:26 AM