In Odoo v16 I'd like to setup an Automation to add the Tag "Repeat Customer" to a Contact when they have closed more than one Sales Order, or Won more than one Opportunity. Either would be fine. In the same or a second Automation I would like to remove the Tags "Customer" and "Repeat Inquirer" when "Repeat Customer" is added.
I'd also like to create an Automation to add the Tag "Repeat Inquirer" to a Contact when they've had more than one Opportunity but only one has been Won.
Ideas for doing this?
Look into the Customer Rank field - we use it to store order frequency metrics - with a function you can call to increment the rank using any interval
Thanks @Ray Carnes (ray), I'm an amateur programmer, still getting a handle on the terminology. If you're able, I would much appreciate more info or an example of "with a function you can call to increment the rank using any interval".