I am trying to set up an automated action to follow up on quotation sent. Any idea how this can be set up automatically either by activity or to send an email after a number of days without a response from the customer.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I am trying to set up an automated action to follow up on quotation sent. Any idea how this can be set up automatically either by activity or to send an email after a number of days without a response from the customer.
Is that a feature of the Enterprise edition? I didn't find this feature in the odoo16 community Edition
You need to activate developer mode to access the menu settings > Technical
If unavailable you would need to install module ‘Automated Action Rules’ from the Apps
You can could have an automated action triggerd on a time based triggered
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati