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Torvald Baade Bringsvor, Torvald B. Bringsvor
Any lead automation gurus out there? Specifically I'm looking for information on defining filters for segments.
What I'm trying to do is to send email to customers that purchased product X 4 years ago. In this case it's a training that they need to take every 5 years.
I believe lead automation is the way to go, but the filter configuration is a bit daunting to me at first look... If I need to write something custom for this I will, but I was hoping not to.
Torvald Baade Bringsvor
Bringsvor Consulting AS - Odoo (formerly OpenERP) implementation partner