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.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
2
Odgovori
1508
Prikazi
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.
Hi, I have a question: can this automation be done in Odoo Community? Or can it only be done with Enterprise?
Thank you.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Prijavi| Related Posts | Odgovori | Prikazi | Aktivnost | |
|---|---|---|---|---|
|
0
dec. 24
|
1193 | ||
|
1
avg. 24
|
2100 | ||
|
0
sep. 24
|
1228 | ||
|
1
nov. 23
|
3410 | ||
|
0
nov. 22
|
3072 |
