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
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
Opret en konto i dag for at få glæde af eksklusive funktioner, og bliv en del af vores skønne fællesskab!
Tilmeld dig| Relaterede indlæg | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
1
aug. 24
|
3792 | |||
|
1
nov. 23
|
6221 | |||
|
0
maj 20
|
4939 | |||
|
1
mar. 26
|
1477 | |||
|
1
nov. 25
|
2169 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.