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मेन्यू
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Hello odooers,


I would like to create automaticly opportunities in my crm each month based on the following rule :

If my customer has ordered an article 1 year ago, i want to create an opportunity for this customer.


Can anyone help me please ?


Guillaume

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Bonjour,

 

Je suis absent du bureau jusqu’au 25/08/2024 inclus.

 

Votre mail sera traité à mon retour.

 

En cas d’urgence, vous pouvez contacter :

 

Support S/R : hotline@limpidit.com

Support EBP : support.ebp@limpidit.com

Support ODOO : support.odoo@limpidit.com

Support PowerBI : support.pbi@limpidit.com

Support DEV : support.dev@limpidit.com

 

 

Cordialement,

Best Answer

Hi,

To automate the creation of opportunities in your CRM each month based on a customer's order history from one year ago, you can set up a scheduled action in Odoo. This action will check for customers who ordered a product exactly one year ago and create a new opportunity for follow-up.


Go to Settings > Technical > Automation > Scheduled Actions.

Refer the following image to add the values to the field for your specification:


Hope it helps.

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