Hi,
I want the mark as lost action to apply automatically when the pipeline deadline is lower than the current date,
how can I do?
help me please
Thank you
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hi,
I want the mark as lost action to apply automatically when the pipeline deadline is lower than the current date,
how can I do?
help me please
Thank you
The mark as lost action opens a Wizard asking the reason, sou you cant use that action in a automation. In order to do that you can just archive them (that's what the "mark as lost" does in the end), to do that you can use Scheduled Actions, search all the opportunities that are in your filter, and then call the action_archive()
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up