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Automations & Email Templates

Overview

Automation improves response time and consistency.

Use Case

  • Auto-assign leads
  • Send follow-up emails

Limitations

Complex automation requires configuration or development.

Professional Assistance

BUSATX can design and implement CRM automation.

<p>Related: <a href="/forum/community-help-3/understanding-odoo-performance-fundamentals-14">Understanding Odoo Performance Fundamentals</a>, <a href="/forum/community-help-3/monitoring-and-performance-diagnostics-149">Monitoring and Performance Diagnostics</a>.</p>
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