Skip to Content
Menú
This question has been flagged
1 Respondre
1203 Vistes

We are using Odoo V18 self-hosted mainly for CRM. We are wanting Odoo to send an internal notification to every user 1 week after the stage has been set to "Quote Sent". After a week has passed, and the users get notified, a user can send a follow up email to the customer. This seems to be working okay, but we want this automation to be cancelled if the stage is set to "Won" or "Lost". "Lost" seems to remove this automation automatically while "Won" does not. How can I cancel this "Follow up email" notification once the stage is set to "Won? If in code, please elaborate in depth because I am very, very, green with coding.


I have set automation rules to the following....

Model: Lead/Opportunity

Trigger: Stage is set to>Quote sent

Before Update Domain: Stage - To Quote

Then for adding an action...

Type: Create Activity

Activity Type: Follow Up Email


Any tips on changing this up a bit would be appreciated as well.

Avatar
Descartar
Autor Best Answer

Any ideas?

Avatar
Descartar
Related Posts Respostes Vistes Activitat
2
de març 25
2122
1
de nov. 21
3869
1
de febr. 22
3457
3
d’ag. 23
3174
0
de jul. 23
2342