how to add follower as default?

Question

Dear Sir,
i want to know if we can add follwer(sales manager and fiance manager as default) for each customer quotation and customer invoice?
would you let me know if it is available and how to do it?
thanks.
best Regards,
Mallory

Marc Cassuto · Accepted Answer

Hi Mallory,

If you want to setup default followers on models, we mean automatically added without any human option, you have to do the following :

go to Settings\Technical\Automated Actions\Automated Actions
create a new one
Related Document Model : set the model; in your case it is a sale order
In the 'action' Tab, set the list of follower you want to add automatically
Done.

Regards,

Marc

Vasiliy Birukov · Answer

Subscribe to Sales Team you will automatically subscribe to event (if check options):

Each Quotation Send from this Sales Team
Each Sales Order Confirmed in this Sales Team

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