Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
In Odoo Marketing Automation app, is there a way of filtering partners based on their spend? The comparison would be last 6 months confirmed sales order total against previous period.
So if the result is less, then Automation is to move the partner's opportunity to a different sales pipeline for customers with declining spend.
Some workarounds or solutions for this would be appreciated.
You can use an Automated Action to achieve this. There are several options available within it. The choice will depend on the simplicity/complexity of the business requirement. The "Execute Python Code" option allows one to take care of almost any requirement.
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
2
Dec 24
|
83 | ||
|
1
Nov 24
|
154 | ||
|
2
Apr 24
|
599 | ||
|
2
Jan 24
|
653 | ||
|
1
Sep 23
|
410 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Odoo server action: https://www.youtube.com/watch?v=TXBjlnfbZg8&list=PLqRRLx0cl0hoOYZzwtNH_0bqgF_ROGa8w&index=4