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Re: next action in sales

by
Open-Net Sarl, Jean-Marc Vandel
- 08/13/2015 11:43:50
  To really use the "Next action date", I created a new filter on opportunities:
  • Filter name: "Urgent"
  • Model: crm.lead
  • Action: Opportunities
  • Default filter: true
  • Domain: [['date_action', '<=', time.strftime('%Y-%m-%d')],['stage_id', 'not in', [49,54]]]
  • Context: {}
  This way, I only see active opportunities (you'll have to change the state IDs) which are "late"...
  You can then easily close this default filter to come back to the complete view.

  Hope it helps,


                                              Jean-Marc Vandel
                                             
CTO - Ing. info. dipl. EPFL


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