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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.

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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.

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