コンテンツへスキップ
メニュー
この質問にフラグが付けられました
1 返信
1367 ビュー


Hello Odoo gurus of the world.


I created a quick marketing automation that after i create a new Lead (with a user assigned to it) it sends a welcome email and adds a call to the call queue.  

But the call is not linked to the user that owns the lead, it gets added for OdooBot. :(

So my sales person never gets the activity or notification



So i have two questions for you guys

1. How can i tell it to assign the call to the sales rep the lead hast

2. Is there a way to program the Marketing automation faster? less than 1 hour?  I would like to assign calls ASAP. I dont have minutes and field wont take 0.01 . 


all suggestions are welcomed

thanks



アバター
破棄
最善の回答

I think you can define the user in the Server Action:


Select "Generic User" and the salesman (user_id)


Or it's probably simpler to do the same thing as an Automated Action that creates the activity automatically when the Lead is saved, so there is no delay. 


 https://odootricks.tips/automated-actions/

アバター
破棄
著作者

Oh! that was a really good suggestion! I can also add the call script/pitch there! thanks!!!

関連投稿 返信 ビュー 活動
0
1月 25
1200
1
9月 23
1843
1
5月 25
2382
1
5月 24
1748
1
5月 24
998