created a pipeline on the CRM module and I want the pipeline to be marked automatically lost if the deadline is lower than the current date
i use odoo v 13 online
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Hi,
For this you can create an automated action. Activate the developer mode and navigate to Settings -> Technical -> Automation -> Automated Action , and create a new record here,
Choose the model as Lead/Opportunity, in Trigger Condition choose Based on Timed Condition, Set Trigger Date and Delay after trigger date, In the Action to do choose update record, see the image for more
Thanks
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Hi @Niyas Raphy,
thank you for your reply,
I followed the procedure you proposed to me, but no results, it didn't change anything :(