Passa al contenuto
Menu
È necessario essere registrati per interagire con la community.
La domanda è stata contrassegnata
1 Rispondi
4957 Visualizzazioni

I have configured Actions to Perform on Incoming Mails on incoming email server on V7 to Lead/Opportunity. Two questions: 1) how do I push these emails to a particular user and; 2) from within Sales>Leads, how do I reply to these emails directly with openerp7?

Thx

Avatar
Abbandona
Risposta migliore

first make sure that the login user is under the 'Technical Features' group. You may find this setting in Settings-Users-Users-YourName-Access Right.

Once you set 'Technical Features' Access right for the current login user, refresh OpenERP page and you will now see the below mentioned menu items.

1) visit Setting-Automatic Actions-Automatic Actions, refer to the existing auto action settings, you will know how to create an auto-action to assign a sales agent and/or a sales team for the incoming leads and/or forward the email to particular user email or a group of emails.

2)Normally we will record sales activity on opportunities, you may convert the leads to an opportunity. In the Opportunity Kanban or Form view you will see the send email button.

Hope it is useful.

Avatar
Abbandona
Post correlati Risposte Visualizzazioni Attività
2
giu 17
6130
1
mar 18
6461
2
mar 15
6071
2
mar 22
3844
0
mar 15
3870