I was wondering ow can i create an automated action in CRM that creates a follow up activity when a deal is set to won
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- 会計
- 在庫
- PoS
- Project
- MRP
この質問にフラグが付けられました
1
返信
3544
ビュー
You can create from Automated actions .. settings>technical>actions while on developer mode. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module.
Create new:
Model - Lead/Opportunity
Trigger - On Update
Trigger Fields - Last Stage Update (crm.lead)
Domain - Is Won '=' Won
Action to do - Create Next Activity
You can then select the activity to be created and whom to be assigned and Due Date
| 関連投稿 | 返信 | ビュー | 活動 | |
|---|---|---|---|---|
|
2
3月 25
|
1882 | ||
|
1
3月 25
|
1007 | ||
|
1
2月 22
|
3127 | ||
|
2
8月 25
|
143 | ||
|
2
5月 25
|
1333 |
