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Hello, we do a lot of phone calling, where ask companies if we can send them our Katalog etc. And for those where we dont get an answer, is there the possibility of doing the following:

  • Within a click of a button, send a follow-up email to that customer (by using a template created beforehand)
  • Or having Odoo send an automatic email after two weeks

Glad for your help.

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Best Answer

You can either set up simple automations based on CRM stage changes or by utilizing the Marketing Automation app.

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