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1392 Rodiniai

Hi

How do I create a CRM automation based on an opportunity reaching a 'won' stage that triggers a new order opportunity, but scheduled 2 weeks after the trigger is activated.

In other words, once a client has ordered, I would like to creat an automation that begins the with a new opportunity, 2 weeks after the order has been placed.

Portretas
Atmesti
Best Answer

Hi,

To automate the activities in CRM using odoo 17 please go through the following link:

https://www.cybrosys.com/blog/how-to-automate-the-activities-using-odoo-17-crm


Hope it helps.

Portretas
Atmesti

Hi, I have a question: can this automation be done in Odoo Community? Or can it only be done with Enterprise?

Autorius Best Answer

Thank you.

Portretas
Atmesti
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