From the CRM, how can I create an automation so that when I send a quotation, the lead/opportunity automatically updates and moves to the Proposal stage?
Version 18.0+e
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From the CRM, how can I create an automation so that when I send a quotation, the lead/opportunity automatically updates and moves to the Proposal stage?
Version 18.0+e
Hii,
please try this
Activate Developer Mode
create Automated Actions.
Click “Create” and fill in the following:
[('state','=','sent')]
Add Python Code in the Action (Server Action)
Paste this in the Python Code section:
if record.opportunity_id:
proposal_stage = env['crm.stage'].search([('name', '=', 'Proposal')], limit=1)
if proposal_stage:
record.opportunity_id.stage_id = proposal_stage.id
i hope it is use full
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