Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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
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.
| 関連投稿 | 返信 | ビュー | 活動 | |
|---|---|---|---|---|
|
1
11月 23
|
4616 | ||
|
0
5月 20
|
3688 | ||
|
1
11月 25
|
944 | ||
|
2
8月 25
|
2358 | ||
|
2
12月 24
|
2249 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
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,