Odoo CRM
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CRM Basics
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Lead Generation
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Lead Management
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Automations
In this video, learn how to work with Automations within the Odoo CRM application. 00:00 - 01:17 Introduction
01:18 - 01:39 Stage Automation Option
01:40 - 07:51 Create Automated Actions
07:52 - 09:11 Automated In-Action
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1.
When creating a ‘Send Email’ automated action, in the ‘Send Email As’ field, what does the ‘Message’ option do?
The email will be sent as an SMS, and the message will be posted on the record, in the Chatter – notifying all followers of the opportunity
The email won’t be sent, but a message will be posted on the record, in the Chatter – notifying all followers of the opportunity
The email will be sent, and the message will be posted on the record, in the Chatter – notifying all followers of the opportunity
There is no ‘Message’ option in the ‘Send Email As’ field
2.
How can you access a stage’s automations page?
3.
When configuring a ‘Create Activity’ Type automation, in the ‘User Type’ field, when is the ‘Specific User’ option used?
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