| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 246 |
| Technical Name |
crm_email_followup |
| License | OPL-1 |
| Website | http://codegiday.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
This module allow user to set the schedule date for sending followup email on CRM record
Thanks to this module, you can configure several schedule date to send the email to your lead. One Schedule Date can be set with different email template.
Create A New Lead / Opportunity
On the CRM module, you can easily create a new Lead / Opportunity
Followup Start Date will be set
Followup Start Date will be set when a new Lead / Opportunity is created. This will also be set when the record has been changed the stage.
Set up the followup email rule
Go to menu CRM -> Configuration -> CRM Email Followups. At this menu, we can create several rule for Email Followup
Create a new rule
Fill some required information:
- Name of the Rule
- After Starting Followup Date (days): scheduler will base on this field to know what date will send the email for this rule. Number of day will be base on the field Start Followup Date on Lead/Opportunity record
- CRM Type: We can choose which type of CRM record will be triggered this rule. We have 3 types: Lead, Opportunity and Both.
- CRM Stage: The stage of CRM record will be affected by this rule.
- Email Template: The email template will be used to send to Lead / Opportunity record.
Scheduler Action
We can find the Scheduler Action to run it manually under Settings -> Technical -> Automation -> Scheduled Actions
Followup Email History
Under each Lead / Opportunity Record, we can easily find the history of followup
hieulucky111@gmail.com
http//codegiday.com
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