Community: Sales and Marketing mailing list archives


Re: next action in sales

Iman Ahmad
- 08/13/2015 12:31:40

Yeeees it is red because of passed expected close date 

How can i build filter to see Opp. Wich it is next action date is today?? 

On Thursday, August 13, 2015, Jean-Marc Vandel <> wrote:
  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

Open Net Sàrl
Rue de l'Industrie 59
CH-1030 Bussigny
+41 79 212.65.94

Post to:

Best Regards
Iman Ahmad
Minerva Data Pty .Ltd.
P.O.BOX 4356, Geelong, VIC 3220, Australia
Tel: +962 6 588 5786