Community mailing list archives

Lead Automation

Torvald Baade Bringsvor, Torvald B. Bringsvor
- 01/08/2016 04:31:10

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