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Re: lead nurturing

by
Ygol InternetWork, Yves Goldberg
- 06/16/2016 00:20:11
@Goyani I am looking for a way that my customer's sales manager team will be able to configure and modify by himself and I don't think that using the scheduler and automated actions will be practical for them.
 
@Dominique I was also expecting to have those functionalities under marketing campaign module - especially given odoo's advertisement in https://www.odoo.com/page/lead-automation - but my understanding is that you can manager global mailing list for a group of partners but not individual automatic workflow.
 
any other idea?
thank you for your input.
 
 
--
Yves Goldberg
--
 
 
----- Original message -----
From: Dominique KON SUN TACK <dominique.k@elico-corp.com.sg>
To: Community <community@mail.odoo.com>
Subject: RE: lead nurturing
Date: Thu, 16 Jun 2016 00:22:24 -0000
 

Hi Yves,


 

You can look at the module:

Marketing Campaign (v8) à hopefully has not changed in v9



 

It does lead automation, and there is even another module with some demo data.



 

Best Regards,


 

Dominique KON-SUN-TACK


 

 


Sent: Wednesday, June 15, 2016 11:12 PM
Subject: CRM: lead nurturing


 

 


Hi,


 


 


 


what is the best way if I want to send an email (from template) to a lead 1 week after it's creation and then another one 4 weeks later?


 


 


 


Is automated actions the way to go?


 


Is there an existing module?


 


 


 


thank you.


 


 


 


 


 


 


 


 


 


--


 


Yves Goldberg


 


odooOfficial Partner - OCA member


 


Open Source ERP, CRM & CMS


 


 


 


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+972 (55) 966 1405


 


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